President Trump is expected on Wednesday to urge senior defense officials and industry executives to accelerate weapons production and expand manufacturing capacity, citing strains on U.S. stockpiles from the Ukraine and Middle East conflicts and industrial bottlenecks. He will attend the closing roundtable of a two-day Defense and Innovation Summit at the U.S. Army War College in Pennsylvania hosted by Republican Senator McCormick, meeting senior military leaders, defense contractors, investors

2026-07-15

President Trump is expected on Wednesday to urge senior defense officials and industry executives to accelerate weapons production and expand manufacturing capacity, citing strains on U.S. stockpiles from the Ukraine and Middle East conflicts and industrial bottlenecks. He will attend the closing roundtable of a two-day Defense and Innovation Summit at the U.S. Army War College in Pennsylvania hosted by Republican Senator McCormick, meeting senior military leaders, defense contractors, investors and tech executives. Trump is expected to announce several Pennsylvania-focused defense investment plans. The move signals a White House push to use Pentagon policy and procurement to spur factory investment, advanced manufacturing and domestic supply-chain development; he previously pressed munitions makers in June to speed production.

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2026-07-15

謹慎派: 1. BNK投資證券:將SK海力士投資評級下調至“中性”,目標價大幅下調至185萬韓元,此前依賴超大規模企業訂單驅動的增長邏輯已告一段落,當前動能正趨於放緩。 2. 現代汽車證券:預計SK海力士第二季度營收和營業利潤將分別比此前預期低3.1%和1.6%,主要因DRAM比特增長率低於先前預估。 3. 韓國投資證券公司:預計SK海力士第二季度業績將低於市場預期約8%,原因是HBM銷售佔比較高導致均價漲幅低於同行,但仍維持“買入”評級。 4. 未來資產證券: 將SK海力士第二季度營業利潤預期從7.07萬億韓元下調12%至6.23萬億韓元,維持三星電子(目標價55萬韓元)和SK海力士(目標價420萬韓元)的買入評級。 5. Kiwoom證券:將三星電子的目標價從43萬韓元下調至39萬韓元,降幅達9.30%,認爲芯片漲價推高了PC和智能手機等成品價格,可能導致未來內存採購減少。 樂觀派: 1. 晨星:DRAM和NAND價格持續超預期,韓國存儲廠商正獲得“前所未有的定價權”。將三星電子和SK海力士的目標價分別上調至33萬韓元和240萬韓元。 2. KB證券:將SK海力士目標價上調至420

2026-07-15

A股兆易創新成交額超300億元,現跌3.18%。