台积电正在考虑2026年将其所有高端工艺制程提高5%~10%的价格，以抵消美国关税、汇率波动和供应链价格压力。台积电已将更高的2026年报价传达给了代工厂合作伙伴，其中包括5纳米/4纳米、3纳米和2纳米等制程。这意味着台积电高端工艺的主要客户，如英伟达和苹果，现在需要为芯片支付更高的成本。针对是否考虑通过“涨价”方式来解决当前问题，台积电董事长魏哲家曾经幽默回应：“心里想的事情，嘴巴不能讲。”（Digitimes） ...

#行情 现货黄金涨幅扩大至1%，日内涨超30美元，至3480美元/盎司上方，为4月22日以来新高。纽约黄金期货升破3550美元/盎司。 https://t.co/ffbWV3vqYW ...

Security & Cooperation - The organization should quickly establish a comprehensive center to address security threats and challenges, along with a narcotics control center [1] - The organization should expedite the establishment of the Shanghai Cooperation Organization Development Bank to provide stronger support for member states' security and economic cooperation [1] - The organization has taken the lead in establishing military trust mechanisms in border areas, transforming extensive borders into bonds of friendship, mutual trust, and cooperation [1] Trade & Economy - The organization's cumulative trade with China has exceeded the target of $2.3 trillion ahead of schedule [1]

中国8月RatingDog制造业PMI录得50.5，预期49.7，前值49.5。数据显示，制造业景气改善率5个月来最显著，同时新增出口业务量的收缩率较7月份放缓，制造商的采购量和库存量也随之增加，当月原材料和半成品库存录得2020年11月后最大增幅。价格数据显示，8月份平均投入成本连续第二个月上扬，升幅创下2024年11月后最高。 ...

9月1日，由特朗普家族公开支持的World Liberty Financial项目，其治理代币 $WLFI 将正式开始交易。世界标准时间中午12点，代币生成事件（TGE）将启动，早期投资者能够解锁并出售其所持代币总量的20%，这部分代币约占总供应量的5%。按当前0.20至0.30美元的期货价格计算，WLFI的完全稀释估值已超400亿美元。据估算，仅特朗普本人通过关联实体持有的代币价值就可能超过60亿美元，超过了此前《福布斯》对其净资产的估算。除了持有巨额代币的特朗普家族实体外，据https://t.co/Su7UTENOj3与彭博社联合披露的信息，波场创始人孙宇晨是项目最大的独立投资人之一。其控制的TRON DAO于2024年11月以3000万美元认购了30亿枚WLFI代币，成交价仅为0.01美元，远低于当时的市场价。 ...

#数据 8月中国制造业主要原材料购进价格指数为2024年10月以来最高，2024年5月以来次高。外汇交易员 (@myfxtrader):统计局解读：主要原材料购进价格指数和出厂价格指数分别为53.3%和49.1%，比上月上升1.8和0.8个百分点，连续三个月回升，制造业市场价格总体水平继续改善。生产指数为50.8%，比上月上升0.3个百分点，连续4个月位于临界点以上，制造业生产扩张加快；新订单指数为49.5%，比上月上升0.1个百分点。 ...

Service Sector Performance - Service sector's business activity index reached 50.5% in August, a 0.5 percentage point increase from the previous month, reaching a high for the year [1] - Capital market services, railway transportation, air transportation, and telecommunications, radio and television and satellite transmission services are in a high boom range above 60.0%, with rapid growth in total business volume [1] - The capital market services business activity index has been above 70.0% for two consecutive months [1] - Retail and real estate industries' business activity indexes are below the critical point, indicating weak prosperity [1] Market Expectations - The business activity expectation index is 57.0%, a 0.4 percentage point increase from the previous month, indicating that service companies are optimistic about the recent market development prospects [1]

统计局解读：主要原材料购进价格指数和出厂价格指数分别为53.3%和49.1%，比上月上升1.8和0.8个百分点，连续三个月回升，制造业市场价格总体水平继续改善。生产指数为50.8%，比上月上升0.3个百分点，连续4个月位于临界点以上，制造业生产扩张加快；新订单指数为49.5%，比上月上升0.1个百分点。从行业看，医药、计算机通信电子设备等行业生产指数和新订单指数均明显高于制造业总体，产需较快释放；纺织服装服饰、木材加工及家具、化学原料及化学制品等行业两个指数均低于临界点，产需仍显不足。 ...

Manufacturing Sector - China's official manufacturing PMI for August is 49.4, slightly below the expected 49.5 and marginally higher than the previous value of 49.3 [1] - This indicates a continued contraction in manufacturing activity, as a PMI below 50 suggests contraction [1] Non-Manufacturing Sector - The non-manufacturing PMI for August is 50.3, matching the expected value and slightly exceeding the previous 50.1 [1] - This suggests a slight expansion in the non-manufacturing sector [1] Overall Economic Activity - The composite PMI for August is 50.5, surpassing the previous 50.2 [1] - This indicates a marginal improvement in overall business activity across both manufacturing and non-manufacturing sectors [1]

中国商务部：当地时间8月27﹣29日，商务部国际贸易谈判代表兼副部长李成钢访问美国，与美国财政部、商务部和贸易代表办公室相关官员举行会谈。双方围绕落实中美两国元首通话共识，就中美经贸关系、落实中美经贸会谈共识等问题进行了交流沟通。李成钢强调，中美双方应秉持相互尊重、和平共处、合作共赢原则，继续发挥好中美经贸磋商机制作用，通过平等对话协商管控分歧、拓展合作，共同推动中美经贸关系健康、稳定、可持续发展。访美期间，李成钢还与美中贸易全国委员会、美国商会以及相关美国企业代表进行会谈交流。 ...