JEFFERIES raises Tesla (TSLA.O) PT to $400 from $350.

雷诺CEO：在过去的周末，电动汽车在雷诺法国市场的销量占比达到约60%。

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.