The Ministry of Water Resources said China enters the 2026 "seven down, eight up" flood-control critical period from today. Since the start of the flood season, major rivers have recorded 25 numbered floods; 609 rivers exceeded warning levels—about 35% above the five-year average; 97 small-to-medium rivers surpassed guaranteed water levels; 14 rivers experienced their highest measured floods on record. Forecasts indicate multiple rainy zones in both north and south, flooding likely to outweigh d

2026-07-16

The Ministry of Water Resources said China enters the 2026 "seven down, eight up" flood-control critical period from today. Since the start of the flood season, major rivers have recorded 25 numbered floods; 609 rivers exceeded warning levels—about 35% above the five-year average; 97 small-to-medium rivers surpassed guaranteed water levels; 14 rivers experienced their highest measured floods on record. Forecasts indicate multiple rainy zones in both north and south, flooding likely to outweigh drought, frequent/recurrent localized heavy rains, and strong typhoons tracking north into inland areas, leaving flood control under severe strain.

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2026-07-16

A-share China-Korea Semiconductor ETF (513310) extended afternoon losses to 5%.

2026-07-16

IBK投資證券大幅上調三星電機目標股價,理由是人工智能芯片需求持續增長將推動公司盈利大幅提升。該券商還表示,即使市場波動加劇,海外資金持續流入三星電機的趨勢也值得關注。 IBK投資證券分析師Kim Woon-ho在7月16日發佈的報告中,維持三星電機“買入”評級,並將目標價從105萬韓元大幅上調至175萬韓元。 Kim Woon-ho表示:“隨着營業利潤持續改善,預計到2028年,公司營業利潤將達到4.8萬億韓元。其中,服務器用多層陶瓷電容器(MLCC)產品佔比不斷提升,將成爲盈利增長的主要驅動力。”IBK投資證券認爲,資本支出的大幅增加將成爲業績改善的重要支撐。報告預計,三星電機將在未來三年內完成相當於過去10年規模的資本支出,主要用於擴大AI芯片相關產能、拓展半導體封裝基板(FC-BGA)新客戶,以及滿足封裝基板向FC-BGA升級帶來的需求。 Kim Woon-ho還指出,三星電機吸引了大量外資流入,並評估認爲該公司正全力着眼未來發展。數據顯示,三星電機的外資持股比例自上月22日觸及37.5%低點後持續回升,這一走勢明顯不同於其他IT企業。即使韓國KOSPI指數大幅下跌,外資持股比