China A-share memory chip sector rallied; Taiji Industrial hit limit-up, Lianyun Technology jumped over 10%, while Maijie Technology, Shengbang, Jiangbolong, Torrens and Kexiang also advanced.

2026-08-11

China A-share memory chip sector rallied; Taiji Industrial hit limit-up, Lianyun Technology jumped over 10%, while Maijie Technology, Shengbang, Jiangbolong, Torrens and Kexiang also advanced.

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2026-08-11

Al Jazeera reported a U.S. State Department official said U.S.-mediated talks between Lebanon and Israel will continue in Rome early next month.

2026-08-11

摩根大通指出,本轮二季度标普500盈利数据受到大型科技公司所持未上市公司股权公允价值重估明显抬升。谷歌和亚马逊二季度分别录得约990亿美元和530亿美元的未实现投资收益,主要与Anthropic最新融资估值上升有关。这些收益使得谷歌和亚马逊两家公司贡献了本季度标普50067%的盈利增长。仅二季度,这类一次性收益就给标普500EPS增加约14美元;算上今年一季度,上半年累计影响约18美元。因此,表面上目前已公布公司的二季度净利润同比增长约53%,但剔除这些私人股权估值收益后,实际盈利增速约为31%;盈利超预期幅度也会从约31%降至约11%。