微軟(MSFT.O)：預計第一財季總收入將在898.5億美元至909.5億美元之間。預計2027財年資本支出將同比增長。計入租賃會計調整後，2027財年資本支出預計爲1750億美元。預計2027財年將保持正的自由現金流。

Samsung Electronics said it has reached long-term agreements with major NAND customers.

China's pharmaceutical distribution market expanded to about CNY1.54 tln in 1H, up roughly 4% YoY, the China Federation of Logistics & Purchasing's pharma logistics and supply‑chain division said; the sector could exceed CNY3.1 tln for the full year. Total pharmaceutical logistics expenses in 1H are estimated to have exceeded CNY50 bln. High‑end cold‑chain logistics is emerging as a profit driver, with leading firms deploying nationwide multi‑temperature smart warehouses. Digital upgrades — AI scheduling, unmanned warehouses and end‑to‑end temperature and humidity traceability — are becoming standard.