匯豐：將阿斯麥目標價從1883歐元上調至2149歐元。

Citrini Research forecasts a 28.7 EB global DRAM shortfall by 2030 — about 18% of 2030 demand and versus current global capacity of roughly 40 EB. Researcher Zephyr estimates 2030 DRAM demand (including HBM) at 157.5 EB versus supply of about 128.8 EB; standard DRAM is the principal bottleneck with supply ~91 EB versus demand ~120 EB, widening the gap to about 25%. Citrini says capacity additions from Samsung, SK Hynix, Micron and Chinese fabs are likely to be quickly absorbed by surging AI-driven demand — large-model training/inference and HBM-based accelerators — which also boosts server DRAM requirements. Under this tight balance, DRAM ASPs could remain elevated at roughly $1.5–2 per Gb, keeping memory costs pressured for servers, PCs and consumer electronics.

港股收盤，恆指收漲1.33%，科指收漲1.98%，汽車股全天表現強勢，比亞迪股份(01211.HK)收漲4.60%，小鵬集團(09868.HK)收漲7.61%。