【期貨熱點追蹤】USDA意外下調玉米庫存、大豆預期增量落空！美豆期貨三季度會迎來大反彈嗎？點擊閱讀。

臺積電：今年前6月銷售額2.4萬億新臺幣，同比增長35.6%。

Bank of East Asia wealth management strategist Chen Weicong said tech firms’ higher AI spending and rising energy and memory production costs have weakened earnings recovery for heavyweight tech and consumer names, prompting a cut to this year’s Hang Seng earnings forecast and a target reduction from 29,000 to 27,100. The implied P/E on the forecast is about 10x, slightly below the 10-year average of ~10.5x, making valuations increasingly attractive and recent overselling a buying opportunity. He expects a short-lived phase rebound in H2; the July Politburo meeting could be a catalyst if it signals further growth-stabilizing policies.