印度7月服务业PMI终值 53.3，预期54.5，前值53.1。

Korean IT outlet Digital Daily reports Apple sought cuts to LPDDR5X and other mobile DRAM prices for next‑generation iPhones and smart devices, but China’s CXMT rejected the request, saying its quotes will not fall below Samsung and SK Hynix. CXMT’s stance reflects capacity locked by long‑term, high‑price contracts with Huawei and Xiaomi, removing the need to concede to Apple. At the same time Samsung and SK Hynix are reallocating capacity to higher‑value AI/storage products — HBM4, LPCAMM2 and enterprise SSDs — tightening supply of general‑purpose DRAM and supporting price rises; CXMT’s refusal adds further upward pressure on commodity DRAM prices.

Piper Sandler lowers PT on SpaceX (SPCX.O) to $140 from $156.