匯豐：將強生(JNJ.N)目標價從280美元上調至290美元。

Huatai Securities said robust AI supply-chain demand pushed South Korea's June exports well above expectations and lifted the trade surplus to a record high. Leading indicators show AI-related trade remains in a high-growth phase, implying Korea's export strength could persist and support elevated nominal GDP growth. The Philadelphia Semiconductor Index, which leads Korean semiconductor exports by about four months, remains high YoY, signaling continued chip export momentum. Rising memory prices amid strong AI demand are further supporting nominal export values. Huatai concludes the export surge indicates the global AI supply chain is still on an upward path and that Asian suppliers, including Korea and China, are likely to keep benefiting.

A senior U.S. official said Trump will arrive Tuesday for the NATO summit. His first meeting will be with summit host Turkish president Erdogan. The White House said he will also meet Syrian president Shala and hold a press conference. Trump will meet Ukrainian president Zelenskiy on Wednesday to discuss ending the Russia-Ukraine war; the official said the battlefield has largely reached a stalemate and the president intends to push for a ceasefire as soon as possible. The official added Trump will urge NATO allies to increase defence spending.