2026-08-10

韩国KOSPI指数冲高回落，涨幅收窄至0.75%，SK海力士现涨1.8%，三星电子涨1%。

韩国KOSPI指数冲高回落，涨幅收窄至0.75%，SK海力士现涨1.8%，三星电子涨1%。

2026-08-10

欢迎进入链接网页右侧下载本周财经数据与事件精美周历壁纸：今日公布中国7月M2货币供应年率、欧元区8月Sentix投资者信心指数。

欢迎进入链接网页右侧下载本周财经数据与事件精美周历壁纸：今日公布中国7月M2货币供应年率、欧元区8月Sentix投资者信心指数。

2026-08-10

1、沪深两市8月7日总成交量为2.67万亿，较上一交易日回升，维持在20日均线（2.44万亿）上方。 2、8月7日衡量A股杠杆水平的融资买入额占A股流动市值之比回落至8.88%，年内一直围绕着10%波动，但5月以来波动明显加剧。 -------- 注：1、两市成交量反映了各大机构、游资、广大散户对A股看法，高于均线代表总成交量升高，市场情绪偏乐观，低于均线代表总成交量下降，市场情绪降温。 2、2015年以来，A股杠杆水平大部分时候维持在6%-10%，杠杆率超过10%意味着市场活跃度较高，可能接近或者处于牛市。达到15%以上意味着市场有过热风险，需要警惕风险。

1、沪深两市8月7日总成交量为2.67万亿，较上一交易日回升，维持在20日均线（2.44万亿）上方。 2、8月7日衡量A股杠杆水平的融资买入额占A股流动市值之比回落至8.88%，年内一直围绕着10%波动，但5月以来波动明显加剧。 -------- 注：1、两市成交量反映了各大机构、游资、广大散户对A股看法，高于均线代表总成交量升高，市场情绪偏乐观，低于均线代表总成交量下降，市场情绪降温。 2、2015年以来，A股杠杆水平大部分时候维持在6%-10%，杠杆率超过10%意味着市场活跃度较高，可能接近或者处于牛市。达到15%以上意味着市场有过热风险，需要警惕风险。

2026-08-10

CITIC Securities research says advanced packaging will be a key route to sustaining steep performance upgrades for high-end chips. Glass substrates are expected to address current advanced-packaging bottlenecks — large-format scaling, higher-density/high-speed integration and yield/throughput — and are likely to enter an accelerated maturity and volume-ramp phase. Glass carrier-board penetration is clear and has high growth elasticity; the firm highlights supply-chain investment opportunities, n

CITIC Securities research says advanced packaging will be a key route to sustaining steep performance upgrades for high-end chips. Glass substrates are expected to address current advanced-packaging bottlenecks — large-format scaling, higher-density/high-speed integration and yield/throughput — and are likely to enter an accelerated maturity and volume-ramp phase. Glass carrier-board penetration is clear and has high growth elasticity; the firm highlights supply-chain investment opportunities, notably in glass interposers, glass carriers and glass bridges.

2026-08-10

Japan July seasonally adjusted bank lending excluding trust accounts YoY 5.9%; prior reading revised to 6.2% from 6.30%.

Japan July seasonally adjusted bank lending excluding trust accounts YoY 5.9%; prior reading revised to 6.2% from 6.30%.

2026-08-10

日本7月季调后除信托外银行贷款年率 5.9%，前值由6.30%修正为6.2%。

日本7月季调后除信托外银行贷款年率 5.9%，前值由6.30%修正为6.2%。