澳洲联储会议纪要：政策似乎具有足够的限制性，能在合理的时间范围内将通胀拉回目标水平。

Beijing Junzheng's Hong Kong IPO was subscribed about 927 times.

CITIC Securities says the July 2026 pullback has increased the allocation case for the US semiconductor-equipment sector. The report expects the AI-driven equipment upcycle to continue at least through 2028 and warns of a persistent market expectation gap over large downstream customers’ capex for 2027–28. On supply, vendors and upstream suppliers are expanding capacity against orders, supporting equipment deliveries. The firm recommends focusing on equipment vendors with rising subsegment share, larger memory exposure, or distinctive demand drivers.