根据GlobalData数据，马来西亚移动服务收入有望从2025年的54亿美元增至2030年的63亿美元，复合年增长率为3.4%，主要得益于移动数据服务板块的支撑。《马来西亚移动通信预测（2026年第一季度）》报告指出，移动数据收入将抵消移动语音收入的下降。GlobalData电信分析师萨瓦特·齐尚表示，马来西亚人均月移动数据使用量将从2025年的27GB增至2030年的62GB。这得益于智能手机上在线视频和社交媒体内容消费的增长，以及5G服务套餐日益普及和推广的推动。2025年，马来西亚5G用户数已超过4G用户数。马来西亚通信与多媒体委员会已向U Mobile颁发第二张5G批发网络牌照，与Digital Nasional Berhad并列运营。U Mobile于2025年4月选定华为和中兴作为技术合作伙伴，用于其5G及5G-Advanced网络部署，包括网络切片和室内覆盖优化。期内，机器对机器及物联网连接数将以11.8%的复合年率增长。

Huatai Securities said robust AI supply-chain demand pushed South Korea's June exports well above expectations and lifted the trade surplus to a record high. Leading indicators show AI-related trade remains in a high-growth phase, implying Korea's export strength could persist and support elevated nominal GDP growth. The Philadelphia Semiconductor Index, which leads Korean semiconductor exports by about four months, remains high YoY, signaling continued chip export momentum. Rising memory prices amid strong AI demand are further supporting nominal export values. Huatai concludes the export surge indicates the global AI supply chain is still on an upward path and that Asian suppliers, including Korea and China, are likely to keep benefiting.

China A-share underground pipe-network sector jumped intraday; Greentown Water, Qinglong Pipe, Delong Huineng and JiaoJian Co. hit the daily limit, while Hualan Group, Shenshui Planning Institute, Jinpu Landscaping, Sanhe Pile and Yufan Technology also advanced.