博通(AVGO.O)首席执行官：将2026财年AI业务营收指引从560亿美元上调至580亿美元，同比增长186%。

Goldman Sachs maintains upgrade on Samsung Electronics' ordinary and preferred shares, with 12-month PTs of KRW 490,000 for ordinary stock and KRW 360,000 for preferred. Key risks: a marked deterioration in memory supply-demand, a sharp decline in smartphone margins, and loss of OLED market share.

At the morning session close, China’s main futures contracts were mixed. Shanghai crude oil futures (SC) jumped over 9%. Container freight on the Europe route, ethylene glycol (EG) and methanol rose more than 5%; fuel oil gained over 4%; low-sulfur fuel oil (LU) and liquefied petroleum gas (LPG) climbed above 3%; benzene was up about 3%. On the downside, palladium fell nearly 6%; Shanghai silver and platinum dropped over 4%; lithium carbonate and Shanghai gold slipped more than 3%; 20# rubber, Shanghai tin and cotton fell over 2%.