Nikkei reports NVIDIA (NVDA.O) and Kawasaki Heavy Industries will partner to build a shipyard in Japan fitted with AI and robotics.

加拿大皇家銀行：將阿斯麥(ASML.O)目標價從2000美元上調至2100美元。

China International Capital Co research says the China food & beverage sector is in a bottoming recovery with structural divergence. Valuations have fallen to historical lows, offering a healthy margin of safety. Consumption trends favor better quality-for-price, functional and health-oriented products. Channel growth is expected from snack bulk sales, membership supermarkets and instant retail. Into H2, as new consumption scenarios emerge, the firm expects a gradual sector valuation re-rating to take hold.