伯恩斯坦：将高通(QCOM.O)目标价从235美元下调至165美元。

July 30, 2026 — PBOC Governor Pan met Kazakhstan central bank Governor Suleimanov and Financial Market Regulation and Development Agency head Abelkasemova to exchange views on global economic and financial conditions and bilateral financial cooperation. PBOC Vice Governor Xuan Changneng attended. Prior to the meeting Pan and Suleimanov signed a renewal of the bilateral local-currency swap agreement, aimed at deepening monetary and financial cooperation, facilitating bilateral trade and investment settlement, and supporting financial market stability.

Philippine exports rose 24.1% YoY to $8.77 bln in June, a record and the fastest pace in over a year, beating a median 8% forecast, the Philippine statistics agency said. United Bank chief economist Ruben Carlo Asuncion said the data indicate the Philippines retains a favourable position in regional and global electronics supply chains despite global uncertainty. Exports provide relief for an economy facing slowing growth and widening budget and current-account deficits. The government expects exports to grow 3% this year, down from 15.3% in 2025 when growth was boosted by Middle East-related trade flows. Electronics exports jumped about one-third to $5.25 bln, accounting for nearly 60% of June shipments; the United States remained the top market, taking roughly one-fifth of exports.