2026-08-28

1. 特朗普政府正在考虑新一轮大规模半导体关税。 2. SK海力士加码美国HBM布局，40亿美元工厂正式奠基。 3. SK海力士：未见内存市场明显下滑信号，预计短缺持续至2030年底。 4. SK将向KKR等机构出售蔚山人工智能数据中心49%股权。 5. SK海力士CEO称正在考虑与铠侠建立更紧密的合作关系。 6. 铠侠和闪迪计划在日本投资310亿美元扩建存储器工厂。 7. 瑞银证券：预计明年NAND价格将上涨30%以上。 8. 发改委：上半年国内主要晶圆代工企业产能利用率保持在90%以上。 9. 维通信：拟11亿元收购高端MLCC公司益阳电子科技55%股权。 10. 机构：三星电机调涨Q4 OEM报价，开启MLCC产业上升周期。 11. 高通详解HBC近存架构：能效与带宽上比HBM有优势，云厂商已有兴趣。 12. 福建：稳步扩大12英寸晶圆、功率半导体、模拟芯片等产品制造产能。 13. 集邦咨询：预估第四季将延续MLCC供需缺口扩大、价格走升态势。

1. 特朗普政府正在考虑新一轮大规模半导体关税。 2. SK海力士加码美国HBM布局，40亿美元工厂正式奠基。 3. SK海力士：未见内存市场明显下滑信号，预计短缺持续至2030年底。 4. SK将向KKR等机构出售蔚山人工智能数据中心49%股权。 5. SK海力士CEO称正在考虑与铠侠建立更紧密的合作关系。 6. 铠侠和闪迪计划在日本投资310亿美元扩建存储器工厂。 7. 瑞银证券：预计明年NAND价格将上涨30%以上。 8. 发改委：上半年国内主要晶圆代工企业产能利用率保持在90%以上。 9. 维通信：拟11亿元收购高端MLCC公司益阳电子科技55%股权。 10. 机构：三星电机调涨Q4 OEM报价，开启MLCC产业上升周期。 11. 高通详解HBC近存架构：能效与带宽上比HBM有优势，云厂商已有兴趣。 12. 福建：稳步扩大12英寸晶圆、功率半导体、模拟芯片等产品制造产能。 13. 集邦咨询：预估第四季将延续MLCC供需缺口扩大、价格走升态势。

2026-08-28

PEEK materials names were active on China’s A-share market; Zhongxin Fluoromaterials hit the daily limit, while Xinhan New Materials, Wankai New Materials, Zhongyan Co., Tongyi Co. and Kaisheng New Materials were among the top gainers.

PEEK materials names were active on China’s A-share market; Zhongxin Fluoromaterials hit the daily limit, while Xinhan New Materials, Wankai New Materials, Zhongyan Co., Tongyi Co. and Kaisheng New Materials were among the top gainers.

2026-08-28

A股PEEK材料概念活跃，中欣氟材涨停，新瀚新材、万凯新材、中研股份、同益股份、凯盛新材等涨幅居前。

A股PEEK材料概念活跃，中欣氟材涨停，新瀚新材、万凯新材、中研股份、同益股份、凯盛新材等涨幅居前。

2026-08-28

A Reuters survey shows most economists expect the RBNZ to deliver a second consecutive 25bp hike next Wednesday, lifting the official cash rate to 2.75%. About 90% of 31 respondents forecast the move. Two‑thirds expect at least another 25bp tightening next quarter; the median year‑end OCR forecast is 3.00%. The RBNZ implemented its first rate increase in over three years last month and signalled further tightening to return inflation to the 1–3% target. Official data showed inflation rose to 4.1

A Reuters survey shows most economists expect the RBNZ to deliver a second consecutive 25bp hike next Wednesday, lifting the official cash rate to 2.75%. About 90% of 31 respondents forecast the move. Two‑thirds expect at least another 25bp tightening next quarter; the median year‑end OCR forecast is 3.00%. The RBNZ implemented its first rate increase in over three years last month and signalled further tightening to return inflation to the 1–3% target. Official data showed inflation rose to 4.1% last quarter, a two‑and‑a‑half‑year high; economists say inflation likely will not return to the target this year, partly due to upward pressure on energy prices. HSBC Australia & New Zealand chief economist Paul Bloxham said the main reason is that inflation is above target.

2026-08-28

A-share travel sector staged an intraday volatile rebound; Shaanxi Tourism hit the daily limit, while Nanjing Business Travel, Zhongxin Tourism, Lingnan Holdings, Xiyu Tourism, Emeishan A and Tianfu Cultural Tourism also gained.

A-share travel sector staged an intraday volatile rebound; Shaanxi Tourism hit the daily limit, while Nanjing Business Travel, Zhongxin Tourism, Lingnan Holdings, Xiyu Tourism, Emeishan A and Tianfu Cultural Tourism also gained.

2026-08-28

Nomura cuts PT for Bilibili (BILI.O) to $18.00 from $22.50.

Nomura cuts PT for Bilibili (BILI.O) to $18.00 from $22.50.