EUR/USD
1.16295
0.035%
Gold
4471.30
-0.037%
Oil
89.429
-0.235%
USD/JPY
156.387
0.379%
GBP/USD
1.35372
0.094%
GBP/JPY
211.714
0.483%
Real-time News
1. 53 Bank: -25,000; Capital Economics: +0.00; Pansen Macro: +15,000; RBC: +16,000; 2. ABN AMRO: +20,000; Citigroup: +20,000; Barclays: +25,000; Mizuho Securities: +30,000; 3. Scotiabank: +30,000; Standard Chartered: +30,000; Catech Commercial Bank: +40,000; Goldman Sachs: +40,000; 4. Moodys Analytics: +40,000; BNP Paribas: +50,000; Commerzbank: +50,000; JPMorgan Chase: +50,000; 5. Montreal: +55,000; Daiwa Capital: +55,000; HSBC: +55,000; Monex: +55,000; 6. PNC Financial: +56,000; Lloyds: +60,000; Nomura Securities: +60,000; Stieffer: +60,000; 7. Danske: +65,000; ING: +65,000; UBS: +65,000; Morgan Stanley: +65,000; 8. Deutsche Bank: +65,000; DekaBank: +70,000; Societe Generale: +70,000; Westpac: +70,000; 9. Nikko Securities: +73,000; UniCredit: +80,000; Wells Fargo: +80,000; Jefferies: +85,000; 10. Santander: +85,000; Oxford Economics: +95,000; TD Securities: +95,000; [Reuters forecast: +56,000]September 4th - According to the latest notebook industry research from TrendForce, notebook CPU supply will improve significantly starting in the second quarter of 2026. Brand manufacturers procurement and production schedules will gradually recover, and considering the continued rise in DRAM and SSD costs, they are willing to proactively stock up and secure components in advance, leading to better-than-expected shipments in the first half of the year. However, the upward trend in memory prices remains unchanged, and CPU prices have also increased, further increasing the cost pressure on brands. TrendForce indicates that in the second half of 2026, as the CPU shortage eases, brands continue to stock up in advance, and factors such as end consumers upgrading their machines earlier and stable business demand will lead to a corresponding upward revision in shipment forecasts. The overall decline in notebook shipments for 2026 is expected to narrow to 9.4%.September 4th - First Citizens Bank stated that Fridays U.S. jobs report will show whether the labor market remains in a state of "low hiring, low layoffs." In this state, slowing hiring and limited layoffs, along with a shrinking labor force, offset each other, keeping the unemployment rate generally stable. Key data to watch includes non-farm payrolls, the unemployment rate, labor force size, and revisions to data from previous months. A significant decline in non-farm payrolls or a further contraction in the labor force would be an early sign that the labor market stagnation is beginning to shift towards broader weakness.HSBC Holdings raised its target price for Snowflake (SNOW.N) from $289 to $470.On September 4th, the "15th Five-Year Plan for Accelerating Agricultural and Rural Modernization in Sichuan Province" was issued. It mentions the comprehensive implementation of the responsibility system for farmland protection and food security, ensuring that the grain planting area remains stable at over 96 million mu. A new round of grain production capacity improvement actions will be implemented, deepening the construction of the "Tianfu Granary • Hundred Counties, Thousand Areas" initiative, carrying out "ton-grain field" construction, promoting the integrated efficiency of "four good" (good land, good seeds, good machinery, good methods), and systematically advancing large-scale yield increases. The grain planting structure and regional layout will be optimized, continuously improving rice and corn production capacity, stabilizing wheat production, consolidating the achievements of soybean and oilseed expansion, and developing autumn-winter potatoes and ratooning rice according to local conditions. Provincial-level fiscal subsidies for large grain growers and grain production incentive policies will be implemented, and the minimum purchase price policy for rice will be implemented. Full-cost insurance for the three major grain crops and full-cost and planting income insurance for soybeans will be comprehensively promoted.
