巴基斯坦军方声明：巴基斯坦陆军参谋长穆尼尔讨论了地区和平及通过谈判解决争端的方式。

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.

穆迪：将巴基斯坦信用评级上调至B3，之前为CAA1。