夜盘开盘，国内期货主力合约涨跌不一，燃料油、沥青、低硫燃料油（LU）涨超2%，纯苯、甲醇、SC原油涨超1%，棕榈油、液化石油气（LPG）涨近1%。跌幅方面，纯碱、焦煤、乙二醇（EG）、焦炭跌超1%，聚氯乙烯（PVC）跌近1%。

Citrini Research semiconductor analyst Jukan has shifted to a positive stance on DRAM after issuing a bearish report on July 3. He says DRAM fundamentals are solid: US hyperscalers’ DRAM inventories are already low with further drawdown potential. Citrini expects DRAM blended contract prices to rise about 10% QoQ in 2026 Q4 (after high-double-digit QoQ gains in Q3). NAND fundamentals are weaker; despite high-double-digit QoQ price gains in 2026 Q3, soft smartphone demand and elevated inventories should cut Q4 gains to low-single-digit QoQ.

China A-share electronic components sector strengthened; Ultrasonic Electronics, Xingsen Technology and Zhongjing Electronics hit the daily trading limit, Zecheng Electronics gained over 10%, while Huazheng New Materials, Qiangda Circuit, Jianghai, Guanghe Technology and Jin'an Guoji also advanced.