HONG KONG GOVT released its 2026 half-year economic report and revised Q2 GDP figures: Q2 real GDP rose 4.3% YoY versus 5.9% in Q1. Supported by robust external trade and resilient domestic demand, 1H real GDP was up 5.1% YoY, the strongest half-year in five years. The report includes updated 2026 full-year GDP and inflation forecasts.

2026-08-14

HONG KONG GOVT released its 2026 half-year economic report and revised Q2 GDP figures: Q2 real GDP rose 4.3% YoY versus 5.9% in Q1. Supported by robust external trade and resilient domestic demand, 1H real GDP was up 5.1% YoY, the strongest half-year in five years. The report includes updated 2026 full-year GDP and inflation forecasts.

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2026-08-14

高盛认为,AI多头逻辑尚未消失,但市场正在从此前高度相关的「一篮子AI交易」,转向逐个主题重新定价。 7月调整期间,Memory、AI半导体、光通信、数据中心、Neocloud等板块基本同步遭到抛售,更接近一次普遍性的仓位出清;但进入8月后,反弹力度已经明显分化。 从低点计算,光通信反弹约32%,Neocloud约20%,AI数据中心约17%,而Memory仅约12%、AI Power约6%。高盛认为,这说明 资金开始重新区分不同AI环节的盈利周期、估值和基本面:软件出现「Inference Economy」新主线,Memory则从涨价和盈利上修转向关注价格稳定、长期协议和资本回报。AI交易没有结束,但仅凭AI标签获得统一估值溢价的阶段正在过去。

2026-08-14

A NATO military headquarters spokesperson said an Italian Typhoon fighter jet neutralized a potential threat over an uninhabited area after confirmation, in connection with an earlier drone incident in Latvia.