摩根大通：将美国银行(BAC.N)目标价从62.5美元上调至68美元。

China stocks rebounded to close higher: Shanghai Composite +0.40%, Shenzhen Composite +1.10%, ChiNext +1.55%; Beijing Stock Exchange 50 +0.85%, STAR 50 -0.87%. Turnover across Shanghai and Shenzhen was CNY2.3t, up CNY270.8b from the prior session; more than 4,100 stocks advanced. Innovative-drug names continued to run. C Changxin jumped 12.6% to CNY52.95 on turnover near CNY45.0b. Securities and power sectors led gains—Hualin Securities and Jingneng Power hit daily limit-ups (Guiguan Power earlier also limit-up). Gaming stocks outperformed, with Century Huatong +9.5% and Giant Network earlier at limit-up. Lithography-equipment shares tumbled over 10% (Maolai Optical, Lanying Equipment, Xinlai Materials among biggest decliners). Brain–computer interface plays weakened, with Innovation Medical hitting the down limit. Memory-chip names fell for a second day—Weidao Nano slid over 10%, with Tongfu Microelectronics and peers following lower.

Market sources say the US will take minority equity stakes in each company to provide funding.