美联储保尔森：基础通胀“依然顽固地高”。

美股开盘，道指跌0.19%，标普500指数跌0.51%，纳指跌0.75%。SK海力士(SKHY.O)跌2%，阿斯麦(ASML.O)跌2%，英特尔(INTC.O)跌1.8%，美光科技(MU.O)跌1.7%，甲骨文(ORCL.N)跌5.3%。

UOB Kay Hian analyst Thanawat Thangchadakorn said Thai banks' Q3 loan growth may be flat QoQ as lenders remain cautious and focus on corporate lending. Covered banks' credit costs may fall YoY and QoQ; many banks booked special provisions in Q1 to buffer risks from the Middle East conflict, and those pressures have not shown up in H1 earnings. Expectations of Fed rate hikes could be positive for major Thai banks. UOB Kay Hian retains an overweight on the Thai banking sector.