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JP Morgan analysts say ASML's plan to raise lithography equipment output by about 30% in 2027 and a further 30% in 2028 implies 2028 EPS potential well above market consensus; JP Morgan estimates 2028 EPS could exceed €65. Analysts note ASML's Q2 res

2026-07-15

JP Morgan analysts say ASML's plan to raise lithography equipment output by about 30% in 2027 and a further 30% in 2028 implies 2028 EPS potential well above market consensus; JP Morgan estimates 2028 EPS could exceed €65. Analysts note ASML's Q2 results and Q3 outlook beat expectations, and after the company Raised full-year guidance consensus 2026 EPS forecasts are likely to be revised up by roughly 25%.

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2026-07-15

CITIC Securities says WAIC 2026 will be held in Shanghai July 17-20, with 112 AI forum sessions (64% of total) and two major tracks—AI compute and embodied intelligence—each attracting over 200 firms. Market-relevant takeaways: Tianshu Zhixin and oth

CITIC Securities says WAIC 2026 will be held in Shanghai July 17-20, with 112 AI forum sessions (64% of total) and two major tracks—AI compute and embodied intelligence—each attracting over 200 firms. Market-relevant takeaways: Tianshu Zhixin and others are set to unveil new compute chips that could speed commercialization; 10,000- and 100,000-card supernodes on display point to world-leading domestic system-level compute capacity, supporting cloud training; AI edge deployments and application rollouts continue; large models and AI infrastructure tech will be showcased. CITIC Securities therefore maintains a bullish stance on China’s domestic AI compute supply chain.
2026-07-15

China year-to-date through June new aggregate social financing 20.84 tln yuan, vs expected 21.19 tln and prior 17.48 tln.

China year-to-date through June new aggregate social financing 20.84 tln yuan, vs expected 21.19 tln and prior 17.48 tln.
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