美国银行基金经理调查：82%的投资者认为“做多全球半导体”是全球最拥挤的交易；尽管投资者在7月份削减了科技股多头仓位，但目前无人做空该板块。

IDC preliminary data: global smartphone shipments fell to 277.5 million units in Q2 2026, down 6.7% YoY and marking a second consecutive YoY decline. IDC said a sustained memory crisis has sharply raised costs and tightened supply, with memory prices up nearly 300% YoY. Market bifurcation widened: Samsung and Apple posted YoY shipment gains and expanded share by 3.2 and 3.8 percentage points respectively. Memory now accounts for over 65% of bill-of-materials costs in low-end models, intensifying pressure on low-end vendors.

State broadcaster CCTV reported Li Qiang chaired a meeting with economic experts and entrepreneurs on the economic situation.