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Sunny Optical (02382.HK) fell more than 4% and Lenovo Group (00992.HK) dropped 3.4%, following reports that Samsung plans to raise DRAM prices by about 20% in Q3.

2026-07-06

Sunny Optical (02382.HK) fell more than 4% and Lenovo Group (00992.HK) dropped 3.4%, following reports that Samsung plans to raise DRAM prices by about 20% in Q3.

Other News
2026-07-05

Citi Securities says two recent narrative shifts could catalyze a recovery in some non‑AI sectors with earnings support. First, markets are re‑examining Fed policy assumptions and are no longer uniformly pricing a pre‑set hawkish tightening path; a r

Citi Securities says two recent narrative shifts could catalyze a recovery in some non‑AI sectors with earnings support. First, markets are re‑examining Fed policy assumptions and are no longer uniformly pricing a pre‑set hawkish tightening path; a reversal of the tightening/strong‑dollar narrative has eased negative sentiment in non‑AI names. Second, controversy around Meta underscores low market tolerance for negative AI news and suggests downstream players need richer monetization models to justify aggressive upstream investment. Citic also expects outflows from broad A‑share ETFs to ease materially — a key liquidity margin change. The combination of a softer rate‑hike narrative and improved liquidity could spur selective recovery in fundamentally supported non‑AI sectors.
2026-07-06

CITIGROUP cut its PT for MINIMAX-W (00100.HK) to HK$533 from HK$1,330 and maintained a Buy rating, citing a recent share pullback likely tied to pricing controversy around the M3 model released in early June and tepid market reaction. The bank flagge

CITIGROUP cut its PT for MINIMAX-W (00100.HK) to HK$533 from HK$1,330 and maintained a Buy rating, citing a recent share pullback likely tied to pricing controversy around the M3 model released in early June and tepid market reaction. The bank flagged negative sentiment and uncertainty around user retention and monetization as near-term pressures, and added the stock to a 30-day short-term down-watch, warning volatility could rise when the first tranche lock-up expires on July 9 despite voluntary 12-month lock-ups by the founder, Alibaba and miHoYo. CITIGROUP noted an upcoming Hailuo 3 release could, if it draws stronger feedback, help alleviate these headwinds.
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