蒙特利尔银行：对英伟达(NVDA.O)司启动覆盖研究，给予跑赢大盘评级，目标价340美元。对美光科技(MU.O)启动覆盖研究，给予跑赢大盘评级，目标价1300美元。

China's Sci-Tech Innovation Board 50 Index rose 1%; constituent Cambricon gained over 4%.

SMBC Nikko economists say the BOJ will likely raise its policy rate from 1.00% to 1.25% at the September meeting and expect two further hikes in January and June 2027, taking the rate to 1.75%. They add import-driven inflation pressure should ease after next summer, making a 2.00% peak — above market estimates of the neutral rate — unlikely. OIS markets price an 84% chance of a September hike and imply two additional hikes by early 2027.