日本40年期国债收益率上涨1.0个基点，达到3.935%。

美股开盘，道指涨0.11%，标普500指数涨0.32%，纳指涨0.78%。芯片股集体上涨，闪迪(SNDK.O)涨4%，西部数据(WDC.O)涨超5%。博通(AVGO.O)涨3.5%，公司与苹果合作协议延长至2031年。纳斯达克中国金龙指数涨0.89%。

Counterpoint Research director MS Hwang said recent share-price weakness does not indicate a fundamental shift in the memory-chip market. Samsung Electronics fell 6.9% and SK Hynix fell 6.1% on Tuesday, even as Samsung expects another record quarter on strong demand; some investors may view much of Samsung’s upside as already priced in on stronger profitability expectations. Hwang said recent strikes and political debate over profit-sharing could raise concerns about future shareholder returns, but manufacturers’ fundamentals remain solid. Counterpoint’s July memory-price tracking report now forecasts Q3 DRAM prices up 10–20% as customers continue to front-load orders, versus an earlier 5–10% projection.