China has largely allocated this year’s 755 billion yuan of central budgetary investment.

Korea Investment & Securities says Samsung Electronics’ move toward long-term memory-chip supply contracts is boosting earnings visibility and underpins a stronger profit outlook. The broker noted Samsung’s Q2 results beat expectations as memory prices surged, and new hyperscaler deals are helping stabilize demand and capacity utilisation. It raised Samsung’s target price 10% to KRW 650,000, kept a buy rating, and cited an improved earnings outlook and potential upside to HBM pricing.

焦煤2609日内跌幅达4.9%，最新报1175.5元/吨，日内增仓1.71万手，价格下跌同时持仓增加。