Volkswagen is considering selling and producing China-market models in Europe.

Standard Chartered's H2 2026 global markets outlook shifts to a risk-on stance for China, recommending overweight positions in technology and communication services on rising domestic chip self-sufficiency and continued AI commercialization. Healthcare is downgraded to neutral due to limited earnings visibility; consumer staples cut to underweight for similar reasons. Utilities are raised to neutral on improving power demand and policy support. Globally, the bank says investors in H2 2026 will face volatility from energy prices, equity issuance, investor positioning and central bank policy, and expects risk assets to remain supported under a macro soft landing.

A股光伏組件板塊震盪走強，東方日升漲超10%，愛旭股份、鈞達股份、橫店東磁、中來股份、通靈股份等跟漲。