A股地下管網板塊短線拉昇，綠城水務、青龍管業、德龍匯能、交建股份漲停，華藍集團、深水規院、金埔園林、三和管樁、譽帆科技跟漲。

Samsung Electronics said employees in its semiconductor business will receive performance bonuses of up to 100% of base salary for 1H, matching the level paid in H2 last year; payments will be made Wednesday. The payout coincides with an industry-wide AI supercycle and continued rise in high-bandwidth memory (HBM) shipments. Analysts estimate Samsung’s memory-chip unit earned roughly 140 trillion won in operating profit in 1H (about $91bn) and say full-year operating profit could approach 350 trillion won. Samsung will release Q2 guidance on Tuesday.

Craig Shapiro, senior macro strategist and cross-asset trader at Ninja Trader Live, says Fed chair Kevin Warsh sounded optimistic on growth—largely citing AI—while falling oil has pushed down inflation breakevens. Shapiro adds that although the bar for further hikes may be higher than markets expect, the bar for cuts is even higher; with Warsh hinting that balance-sheet reduction may take longer, meaningful labor-market deterioration would likely be required to trigger easing. He cautions that if evidence of a labor slowdown mounts while the Fed delays policy easing amid still-elevated inflation, risk assets would likely come under pressure, making rotations from AI into higher-beta cyclical names or small caps harder and favoring defensive sectors and possibly gold.