Hong Kong tech shares rallied; Bilibili (09626.HK) and Tencent Holdings (00700.HK) rose over 3%, Meituan (03690.HK) gained 2.4% and Alibaba Group (09988.HK) added 1.9%.

Samsung Electronics, the world’s largest memory-chip maker, is due to report Q2 results Tuesday. Analysts’ consensus: preliminary operating profit ~KRW84.3 trillion (~$55.1bn), up about 18x YoY and exceeding Samsung’s entire 2025 profit; revenue seen up 127% to a record KRW169 trillion. Since June, chip stocks have repeatedly sold off on concerns about intensifying competition, potential capacity overhang and returns from large AI investments, raising the stakes for Samsung’s print. With expectations already high, the company has limited room to disappoint. Roundhill Financial CEO Dave Mazza said results close to expectations would help calm the supply-demand dispute and be positive for Samsung.

印尼盾兑美元自6月10日以来首次跌至18,000。