Saxo chief investment strategist Charu Chanana said that after Samsung's nearly 150% YTD rise, investors now demand confident guidance, durable pricing and clear evidence that AI-driven demand is still accelerating. The key market risk is whether today's memory-chip supply bottleneck becomes tomorrow's capacity glut. Investors will focus on Samsung's full Q2 results due later this month; if guidance implies slowing price gains, rising capex, cautious customers or weaker visibility, they may begi

UK business and trade secretary Peter Kyle said Labour’s industrial strategy will be maintained through the imminent leadership transition. Andy Burnham, the most likely successor to Starmer, has committed to support the policy and has already benefited from the decade-long industrial growth plan in Greater Manchester. Kyle said businesses can be confident the strategy’s basic framework will not change, but added he has held private discussions with Burnham and would not speak for him; Burnham should set out his own position.

韓國KOSPI指數失守7500點，日內跌幅6.89%。