港股AI智能体概念股拉升，MINIMAX-W(00100.HK)涨超10%，智谱(02513.HK)涨超4%。

Visible Alpha projects ASML Q2 sales at €8.83 bln (~$10.08 bln), inside company guidance of €8.4–9.0 bln and above €7.69 bln a year ago. Strong semiconductor demand and tight supply have prompted expectations that ASML could lift full-year sales guidance a second time this year. UBS says ASML may move guidance to the top end of the range or slightly above it; JP Morgan’s Sandeep Deshpande points to robust DUV tool shipments as a reason for another upgrade. ASML CEO Christophe Fouquet has said AI infrastructure investment is driving chip demand beyond supply, tightening memory and storage and pushing costs higher; Micron executives have warned shortages could last past 2027. Investors will watch ASML management comments on AI-driven demand and the guidance outlook.

Fed chair Kevin Warsh said the Fed has greater control over price levels than over the unemployment rate.