A股國晟科技觸及跌停，成交額5.68億元；消息面上，公司收到北京證監局警示函，同時上交所也對公司及相關責任人予以監管警示。

SpaceX was valued at more than $2 trillion on its market debut, surpassing Tesla and Meta within the group commonly dubbed the Magnificent Seven. Futurum Equities' chief market strategist said the label may no longer serve as an effective shorthand with a major global company excluded. A social-media alternative, MANGOS, is being used to denote Meta, ANTHROPIC, NVIDIA, Alphabet, OpenAI and SpaceX, though some interpret the A as Apple. BRI Wealth Management's CEO proposed renaming to Magna Atoms to reflect adding ANTHROPIC, OpenAI and SpaceX to the original seven.

CITIC Securities says wafer price increases took effect in Q2 2026 and are expected to continue in H2 both domestically and internationally. The firm flags clear shortages in heavily-doped wafers and in overseas lightly-doped wafers; domestic lightly-doped producers could benefit from overflow of overseas orders. CITIC expects the industry may move into a global supply deficit over the next two years. Investment guidance: favor wafer makers with a higher mix of heavily-doped products and monitor companies leading 12-inch lightly-doped wafer shipments.