DBS Group CEO Chen Shushan said markets are reassessing risks tied to AI infrastructure investment, which could lead to tighter financing discipline as investors demand higher returns and scrutinize deal structures. Markets are testing whether large AI capex will deliver sufficient long-term returns to repay debt, bonds or equity; DBS warned some weaker firms may face credit-rating downgrades but called the repricing healthy for ensuring sustainable, profitable AI investment. DBS said it has par

阿联酋外交部：阿联酋强烈谴责胡塞武装对哈立德国王国际机场的袭击。

China International Capital Co research says 1H 2026 A-share tech growth was driven by AI supply chain and high-end manufacturing, sustaining a structural rally. Since July, rising negative narratives around the global AI chain, expectations of tighter overseas liquidity and increased Middle East geopolitical risk have triggered a notable correction in previously strong growth sectors. With growth-style volatility higher and risk appetite weaker, the firm recommends re-evaluating the relative allocation to dividend-paying assets. Given limited aggregate growth elasticity alongside pockets of structural high growth and elevated risk-off swings, a "technology + dividends" dumbbell allocation is seen as a way to balance earnings growth potential, shareholder cash returns and portfolio stability. For implementation, it advises targeting tech names with clear industry trends, durable competitive advantages and demonstrated earnings delivery; and dividend names with stable earnings and cash flow, sustainable payout policies and reasonable valuations.