瑞銀集團：將高通(QCOM.O)目標價從190美元下調至170美元。

Surging AI compute demand has triggered a severe global memory-chip supply shortage, sharply tightening spot availability in Shenzhen’s Huaqiangbei. Merchants said NVIDIA issued a new round of price-increase notices to authorized GPU makers; factories have enacted warehouse lockdowns and paused bulk outbound shipments, constricting supply across the distribution chain. Channel distributors are hoarding remaining inventory, pushing spot prices higher. Price moves: 1TB SSD 410 yuan in Sep last year -> 950 yuan now (+132%); 16GB DDR5 450 -> 1,850 (+311%); 32GB DDR5 900 -> 3,800 (+322%); RTX 5060 22 July 2,300 -> ~3,000 (+30%); RTX 5080 22 July 8,000 -> ~12,000 (+50%).

Federal Reserve chairman Kevin Warsh said he has known almost all of the working-group leaders for a long time.