俄罗斯外交部：俄外长拉夫罗夫将在联合国大会期间举行30多场双边会晤。

英伟达：2027年仍有明显增长空间： 瑞银将2026年英伟达整机柜预测从7.75万台上调至8万台，维持2027年9.5万台；若数据中心建设和云厂商资本开支更强，2027年还有额外2万—3万台上行空间。Rubin机柜单价预计达700万—800万美元，较Blackwell高约70%，有助收入继续快速增长。 台积电： AI订单能见度已看到2029—2030年：云厂商AI/HPC需求仍强，先进制程和先进封装持续紧张；瑞银预计CoWoS月产能从2026年底16万片升至2027年底27万片。 三星、SK海力士： 存储仍供不应求：云厂商继续追加DDR5和企业级SSD订单，瑞银预计三季度三星、SK海力士DRAM平均售价环比分别上涨27%和23%；存储厂扩产仍优先服务AI服务器，反而挤压PC和手机供应。（瑞银9月22日报告）

Shenzhen Huaqiang said in an investor-relations record that MLCC demand is in a high cycle driven by AI compute build-out. AI servers are materially increasing use of high-capacitance MLCCs and displacing consumer supply; high-end MLCC capacity is tight, new capacity has long construction cycles and near-term incremental supply is unlikely, so procurement is rising and overall lead times are lengthening. The company is a major authorized distributor for Murata and said MLCC sales revenue continued to grow in 1H 2026. Acting as a key agent for storage vendors including Jiangbolong, Jingcun Technology, GigaDevice, Silicon Motion and Qianyi International, Shenzhen Huaqiang reported storage product-line shipments rose over 330% YoY in 1H 2026 and storage accounted for more than 40% of its authorized-distribution revenue.