A股創業板指、深證成指雙雙跌超1%，上證指數跌0.4%，乳業、教育、AI應用板塊漲幅居前，光刻機、存儲芯片、CPO概念等板塊跌幅居前。

匯豐控股：將法國評級從超配下調至中性。

Counterpoint Research's memory-price tracker shows smartphone memory prices rose more than 80% QoQ in Q2 2026. The surge is producing a sustained, structural increase in smartphone BOM costs; flagship BOMs are nearly 50% higher YoY, with DRAM now the single most expensive component, overtaking the SoC. Introduction of 2nm flagship SoCs will add further upward pressure on BOMs; even if OEMs raise retail prices, aggregate gross margins are expected to remain slightly below 2025 same‑generation flagships.