Pakistan is negotiating with Kuwait to expand bilateral defense cooperation in exchange for energy cooperation and investment, five people with knowledge of the talks said. The sources said discussions are at an early stage and could be complicated if US‑Iran tensions escalate. They added Islamabad is increasingly concerned its defense pact with Saudi Arabia signed last year could draw Pakistan into a US‑Iran conflict. After a Houthi attack on Saudi Arabia on Monday, nuclear‑armed Pakistan told

2026-07-17

Pakistan is negotiating with Kuwait to expand bilateral defense cooperation in exchange for energy cooperation and investment, five people with knowledge of the talks said. The sources said discussions are at an early stage and could be complicated if US‑Iran tensions escalate. They added Islamabad is increasingly concerned its defense pact with Saudi Arabia signed last year could draw Pakistan into a US‑Iran conflict. After a Houthi attack on Saudi Arabia on Monday, nuclear‑armed Pakistan told Iran it would view attacks on Saudi territory as attacks on Pakistan. Kuwait has suffered multiple severe attacks from Iran this year; any defense agreement with Kuwait would raise questions about Pakistan’s role as a potential mediator between Washington and Tehran, the sources said.

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2026-07-17

7月16日,長鑫科技以8.66元發行,申購啓動,對應發行後市值約5792億元,成爲年內A股最大、科創板史上第二大IPO,但不到6000億元的定價,也明顯低於此前市場對“萬億存儲龍頭”的想象,意味着估值開始從概念敘事轉向公開市場定價。 兆易創新作爲持有長鑫科技1.8%股份(發行前)的產業協同方,且兩家公司同由朱一明創立、在 DRAM 業務上高度綁定,長期以來被市場視爲交易長鑫上市預期的最強“影子股”和流動性代金券。 過去數月,大量活躍資金通過買入兆易創新來提前鎖倉、對衝長鑫上市的估值溢價。當16日長鑫科技正式開啓申購,預期的確定性達到 100%,對套利盤而言,繼續持倉兆易創新的“影子溢價”開始衰減,獲利盤在敏感窗口期集中涌出,引發多頭踩踏,A股連續兩日遭遇跌停。

2026-07-17

China A-share chip supply chain staged a localized rebound: Youyan Silicon rose over 10%; Changdian Technology surged, at one point up more than 8% intraday; Hua Hong Hongli, Tuojing Technology, Yandong Micro and AMEC also rallied.