1. ARES私募信贷基金再次将赎回上限设定为5%。 2. 纳指ETF易方达、纳指ETF广发等多只纳指ETF将于2026年6月26日开市起停牌，10:30起复牌。 3. 中韩半导体ETF华泰柏瑞：将于2026年6月26日开市起至当日10:30停牌。 4. 热门QDII基金持续压降申购限额。 5. 半导体设备ETF今日拆分除权，净值0.8287元 6. 三星计划未来十年在高科技产业投资1000万亿韩元。

全球咨询公司ICF International：美国电网正以惊人的速度扩张，到2030年，其新增规模可能相当于该国目前最大的区域电力系统。

Price-target moves: JP Morgan raised Micron Technology target from $550 to $1,540; Susquehanna raised to $2,000 from $1,750; D.A. DAVIDSON raised to $2,000 from $1,500; RBC raised to $1,500 from $1,200; CLSA sets $1,320 and rates Outperform; Morgan Stanley raised its target to $1,200 from $1,050, maintaining Overweight. Market takeaways: Analysts say Micron’s profit-normalization may be higher than previously expected and the next downcycle could be more insulated; the blowout results make profit-taking difficult and have provided a lift to weak tech. Earnings reaffirm an intact AI investment cycle, boosting semiconductor sentiment and supporting elevated valuations while earnings outlook holds. Several strategists note memory-chip demand now appears to outstrip supply, implying greater reliability in a traditionally cyclical market.