Charles Schwab (SCHW.N) reported net new assets of $118.7 bln in Q2, versus market expectation of $111.13 bln.

Wang Kejian’s team at the China Rice Research Institute reported development of a one-line hybrid rice, Yixi No.1, achieving stable cloning efficiency above 99% and normal fertility; the study was published July 21 in the journal Vita. By contrast, China’s widespread three-line and two-line hybrid systems suffer genetic segregation and cannot be used to retain seed, forcing annual production from male-sterile and restorer lines — a process the team says is technically demanding, higher risk and typically drives hybrid seed costs to more than 10x conventional rice seed. Experts note hybrid rice has been indispensable to China’s and global food security.

1. 內存悄然降價：2026年內預計將下降50~70%左右。 2. 三星、SK海力士、美光同時放棄CXL控制器自研。 3. 內存有望不再短缺，報告示警OpenAI存嚴重財務黑洞：恐帶動AI連鎖崩盤。 4. 大摩：美國內存股拋售爲一次“健康重置”，並不是週期拐點。 5. 鎧俠股價腰斬仍獲看多，分析師目標價較現價高出130%。 6. 里昂：看好2027年雲端超大型業者資本支出，重申SK海力士“高度確信跑贏大市”評級。 7. 北京君正：預計存儲芯片緊缺將延續較長時間，公司今年業績將逐季增長。 8. 元腦服務器推出CXL內存跨代擴展方案，實現DDR5和DDR4同機部署內存擴容。 9. 威剛陳立白：未來十年最短缺的資源之一爲存儲，下半年價格仍看漲。 10. 四會富仕：公司PCB產品下游應用廣泛，亦可應用存儲，但目前相關營收佔比低於1%。 11. 東芯股份：Q2淨利潤預計環比增長262%-291%，以SLCNANDFlash爲代表的存儲業務量價齊升。