1、韩国 Meritz 证券发布报告，预计三星将时隔十年再次推出类似2017年激进股东回报方案的“提前执行计划”，内容可能包括：提高分红、计算自由现金流时不再扣除并购支出，以及将50%的自由现金流全部用于股东回报。该计划可能在未来几周内公布。鉴于三星也认同近期股价下跌已使公司股票被低估，该机构预计，公司将优先实施股份回购并注销，以提升股东价值。 2、三星2017年激进股东回报方案包括：未来三年每年派发约 9.6万亿韩元普通股息，年度股息增幅几乎翻倍；未来三年自由现金流中，至少50%用于股东回报，且基准从“每年计算”改为“按三年累计计算”；注销其持有的全部库存股（价值40万亿韩元）等。 3、值得注意的是，多家韩国卖方分析师都发布报告，预测三星公布股东回报方案，疑似收到了三星方面放风。

At midday, Shanghai Composite +0.76%, Shenzhen Composite Index +3.16%, ChiNext +5.04%, Beijing Stock Exchange 50 +3.4%, STAR 50 Index +5.91%. Combined Shanghai/Shenzhen turnover in the first half-day was 1.79 tln yuan, up 332.3 bln yuan vs. the prior session; more than 4,500 stocks advanced. AI-hardware plays led the rally: the memory-chip sector opened strong with several names up over 10%, and robotics and compute-rental stocks pushed higher with multiple limit-ups. C Changxin’s market cap briefly exceeded 4 tln yuan intraday as the share price rose over 14% to 60.49 yuan, a record high. Large-cap financials lagged: Agricultural Bank fell over 4%, with Bank of China, Bank of Ningbo, Bank of Communications and ICBC also weaker; insurers China Pacific Insurance and Ping An dropped more than 2%, followed by PICC and China Life.

香港恒生指数7月30日（周四）收盘上涨50.96点，涨幅0.2%，报25858.88点； 香港恒生科技指数7月30日（周四）收盘下跌60.96点，跌幅1.25%，报4803.77点； 国企指数7月30日（周四）收盘上涨21.19点，涨幅0.25%，报8644.71点； 红筹指数7月30日（周四）收盘上涨20.01点，涨幅0.47%，报4250.42点。