匯豐：將聯合健康(UNH.N)目標價從300美元上調至380美元。

Sunny Optical (02382.HK) fell more than 4% and Lenovo Group (00992.HK) dropped 3.4%, following reports that Samsung plans to raise DRAM prices by about 20% in Q3.

UBS cut its global aluminum price forecasts to $1.50/lb for 2026 and $1.42/lb for 2027. After factoring SHFE-LME discounts, UBS lowered its China aluminum price forecasts to RMB23,000/ton for 2026 and RMB22,500/ton for 2027. UBS cut 2024 earnings estimates for Aluminum Corporation of China (Chalco) (02600.HK) and China Hongqiao Group (01378.HK) by 15% and 13% respectively, and cut 2025 estimates by 31% and 24%. UBS reduced Chalco H-share PT to HK$14.2 from HK$17.5 and Hongqiao PT to HK$36.8 from HK$46.1; both stocks retain Buy ratings.