CHINA EXPANDS TRAVEL CURBS TO TOP AI TALENT AT PRIVATE FIRMS

Bonus agreements at Samsung Electronics Co. and SK Hynix Inc. risk turning South Korea’s AI-driven chip boom into a source of inflation and housing-market pressure, according to media. Economist Hyosung Kwon said chip-sector bonuses are increasingly feeding into household liquidity, asset prices and wage growth, adding to financial stability and inflation risks for the Bank of Korea. Kwon said the trend supports the case for a hawkish shift in the third quarter and leaves room for at least 100 basis points of tightening by the first half of 2027.

聯想集團(00992.HK)漲超9%，現報17.19港元/股。消息面上，高盛等投行上調聯想集團目標價，最高至27港元。