加拿大豐業銀行：將微軟(MSFT.O)目標價從470美元上調至510美元。

China's Politburo on July 30 called for effective expansion of domestic demand, raising high-quality supply to meet diverse consumer groups and tapping service-consumption potential. It urged steady progress on the "six networks" planning and construction and accelerated development of a modernized industrial system. The meeting directed stronger long-term support for basic research, deep implementation of the "AI+" initiative, development of an intelligent economy and improvement of AI governance. It also pushed active promotion of frontier-technology breakthroughs and future industries, building emerging pillar sectors while continuing transformation and upgrading of traditional industries.

Samsung Electronics expects HBM market share in H2 to be consistent with its overall DRAM market share.