德意志银行表示 AI 算力需求持续增长，2027 年超大规模资本支出预期升至 1.2 至 1.5 万亿美元，高于 2026 年的 8000 亿美元。AI 需求正从大型云服务商扩展至新云、企业、主权 AI 项目及 AI 实验室。德意志银行指出内存（HBM/DRAM）及电力基础设施是当前行业瓶颈，下一阶段 AI 支出将偏向内存、电力基础设施及下一代架构。

According to the popularity ranking, UNI's popularity has increased by 300000 followers compared to yesterday, ranking first. The popularity ranking is as follows: ① UNI （$6.25，9.27%） ② Niu Lai ($0.08299, -9.61%) ③ PONS （$0.3900，-10.16%） ④ ARB （$0.1162，6.61%） ⑤ BTR （$0.05729，-52.85%） UNI's main funds have weak buying power, with a net inflow of $9.4931 million within 24 hours and a transaction volume of $1.705 billion within 24 hours, of which the main funds have a net outflow of $1.1415 million.

[An ETH address cashes out with a profit of $817,000, total profit reaches $1.05 million] According to on-chain analyst Ai Yi's monitoring, address 0x806…904aa sold 1,673 ETH at an average price of $2,392, with a transaction value of approximately $4 million. This address had built its position two weeks ago at a cost of $1,903.05 per ETH, resulting in a profit of $817,000 this time. Since July, the address has completed four swing trades, with a total profit of $1.05 million.

The ADP employment figures for August in the United States will be announced tonight at 20:15, with market expectations of an additional 48000 people, up from the previous value of 44000.

The central bank announced the liquidity release of various instruments in August 2026, with a net return of 100 billion yuan from medium-term lending facilities (MLF), 52.1 billion yuan from collateral supplementary loans (PSL), 65 billion yuan from other structural monetary policy instruments, 641.5 billion yuan from overnight and 7-day reverse repos, 50 billion yuan from the purchase and sale of treasury bond bonds in the open market, and 70 billion yuan from the central treasury cash management.