US Secretary of State Rubio said Iran failed to seize multiple opportunities to reach an agreement with the US on its nuclear program.

Fliggy said its 2026 National Day travel report shows a shift toward authentic, nature- and village-focused travel. Bookings for natural scenic and village products on the platform rose more than 40% YoY. Smaller cities leading demand include Kashgar, Baise, Haixi, Xuancheng and Wuwei. Within the segment, bookings for ancient village tours jumped over 90% YoY, while bookings for workshop-based intangible cultural heritage experiences and visits doubled YoY.

1. DRAM迎超级成长周期，传南亚科计划涨价，涨幅最高达20%。 2. 三星电机签订2900亿韩元AI服务器MLCC供应合同。 3. 三星斥资近50亿美元在韩越扩产半导体基板。 4. 希捷和东芝据悉竞购TDK硬盘磁头业务，交易金额或达数十亿美元。 5. AMD苏姿丰：存储芯片供应仍然紧张，2027年将大幅提升供应量。 6. AMD苏姿丰密会台积电，证实在台百亿美元投资将加码。 7. CFM发布最新季度报告：存储价格还将继续上涨。 8. 华为余承东谈内存压力：每部手机成本大增200美元，为保公司生存不得不涨价。 9. 三大存储原厂产能已被提前锁定，大摩估算英伟达已锁定2027年全球约37.3%的HBM供应。 10. 据日经新闻：日本半导体设备制造商TOWA计划建设芯片制造设备工厂，以强化日本半导体供应链。