Iran President PEZESHKIAN proposed BRICS establish a $10 bln insurance fund to insure large infrastructure and energy projects.

QUICK FactSet shows CXMT's Q2 2026 EBIT margin at 82%, versus SK Hynix 76% and Samsung Electronics' semiconductor unit 70%, the highest among memory-chip makers. CXMT's revenue rose about tenfold YoY in the quarter, the fastest growth among six peers (CXMT, Samsung, SK Hynix, Micron, Kioxia, SanDisk). Some analysts attribute the margin gain to supply shifts: Samsung, SK Hynix and Micron reallocating capacity to HBM for AI servers has tightened mainstream DRAM supply, driving DDR5 prices sharply higher and benefiting CXMT.

【期货热点追踪】沪银期货主力早盘狂泻逾6%！双重属性遭遇紧缩重击，今晚CPI会引发更大雪崩吗？点击阅读。