韩国KOSPI指数盘初涨3.38%，三星电子涨4%，SK海力士涨5%。

Bloomberg Markets Live策略师BrendanFagan称，英伟达计划与华尔街合作推动规模约5000亿美元的AI基础设施融资，这再次说明AI建设越来越依赖债务、结构化融资等信用工具，而信用市场已经开始对此重新定价。英伟达CDS从约40bp升至77.5bp，本身并非危机水平，但在大盘投资级利差仍稳定的情况下， 这种相对走阔说明信用市场已经开始单独提高AI融资链条的风险溢价，影响AI投资的最终回报率。

The PBOC said in its Q2 2026 Monetary Policy Implementation Report that financing for private firms remains structurally uneven: large private firms have relatively strong access, small and micro firms receive multiple support measures, while mid-sized private firms are a ‘squeezed’ layer lacking diversified funding and policy support. The central bank will continue to leverage re-lending incentives and use market-based guidance to push local financial institutions to increase credit to private firms and improve financing access for private SMEs and mid-sized enterprises.