費城半導體指數漲幅擴大至9%，明顯跑贏納指2.6%，說明這不是普通科技股普漲，美光、AMD、英特爾漲幅都超過14%，共同特點是：前期殺估值時跌得更深，反彈時彈性也更大。 此前市場擔憂AI資本開支回報、芯片估值過高和韓國半導體拋售擴散，導致AI硬件鏈出現明顯去風險。如今費城半導體指數大幅反彈，說明資金重新回到彈性最高、前期跌幅較大的板塊，但這還不能直接證明AI敘事已經全面修復。

CITIC Securities published Honor’s fourth IPO counseling progress report on the CSRC’s IPO counseling system. Honor completed listing-counseling filing with the Shenzhen bureau of the China Securities Regulatory Commission in June 2025. The latest counseling period covered April 1–June 30, 2026. During the period shareholders appointed one new director and the company’s equity structure changed, prompting a change in the counseling recipient. The fourth-phase work focused on comprehensive due diligence, project working meetings, governance improvements and vetting proposed fundraising investment projects. CITIC plans to continue with the current counseling team.

西班牙第二季度GDP季率初值 0.7%，預期0.6%，前值0.60%。