港股芯片股午后下行，江波龙(09976.HK)跌超10%，兆易创新(03986.HK)、天数智芯(09903.HK)跌超5%，澜起科技(06809.HK)、壁仞科技(06082.HK)跌超45.

CPCA's Cui Dongshu said Aug 2026 China passenger-car retail fell 23% YoY while wholesale fell 5% YoY, leaving retail markedly weaker than wholesale and producing a domestic-weak/external-strong dynamic as exports spike. Industry divergence is intensifying: NEV growth is polarizing — high-end EVs are booming while micro and entry-level models, and county/town demand, are under severe pressure. The short-lived new-car effect has materially weakened sales stimulus. Dealer channels face rising inventory pressure, faster forced destocking, widespread losses and higher operating risk. Structurally, wholesale gains are concentrated in large, high-end A0-, B- and C-segment SUVs; traditional sedans and micro/small MPVs are contracting, widening wholesale-retail divergence. CPCA flagged electrification upgrades and overseas exports as the sector's core long-term growth supports.

US-headquartered Boston Dynamics, Hyundai Motor Group’s humanoid robotics unit, is unlikely to pursue an IPO next year because its flagship Atlas robot has not been mass-deployed and the unit remains unprofitable, a parent-company executive said. The comments indicate a public listing could still be years away despite earlier investor enthusiasm that helped lift Hyundai shares. Analysts say an IPO is unlikely while humanoid robots remain too scarce for broad factory deployment. Hyundai has said it aims to build a factory capable of producing 30k robots a year by 2028 and to begin deploying humanoid robots at its US Georgia plant in 2028, with wider rollout across its manufacturing network thereafter; some analysts call those targets ambitious.