市场消息：苹果(AAPL.O)推出 iOS 26.6 Beta 3。

The Baltic Dry Index fell for a sixth straight trading day on Monday, down 34 points (1.4%) to 2,490, its lowest level since April 15. Capesize index slid 102 points (2.8%) to 3,538; Capesize daily earnings fell $923 to $28,588. Supramax index eased 2 points (0.1%) to 1,668, the weakest since June 15. Panamax index rose 14 points (0.7%) to 2,124; Panamax daily earnings increased $127 to $19,117. Handysize index ticked up 2 points to 947.

Amanda Ng, portfolio specialist at Pulaisi Group, said in a report the next phase of AI-related investment opportunities is more likely to sit further upstream in the supply chain rather than with headline AI platforms or chipmakers. She singled out advanced packaging, semiconductor substrates and high-end printed circuit boards (PCBs) as increasingly critical: although they account for a small share of AI bill-of-materials, they can become chokepoints. Ng added that modest price increases in these components could materially boost manufacturers’ margins while remaining affordable for end customers.