高盛：將蘋果(AAPL.O)目標價從370美元下調至360美元，維持買入評級。

South Korea stocks rebounded on Friday as large tech capex plans rekindled AI-driven buying. The benchmark KOSPI rose as much as 14% intraday, its largest single-day intraday gain on record. SK Hynix surged up to 28% after SK Group chairman Choi Tae-won made an unusual direct share purchase; Samsung Electronics climbed as much as 26%. The KOSPI had fallen 17% over the prior three sessions amid concerns about rising leverage at major global tech firms. The AI-led rally, which accelerated after leveraged products launched in May, has become highly volatile. NH Investment & Securities head of Korea cash equities Shawn Oh said recent AI tech sell-offs driven by deleveraging, risk reduction, liquidations and other liquidity factors may be stabilizing. Japan’s Nikkei 225 also gained around 4% in early trade, breaking above 64,000.

1. 據Mysteel，近日鄂爾多斯準格爾旗應急管理局發佈公告，玉川煤礦、麻地樑煤礦因存在安全隱患給予停產整頓處罰，兩座礦井合計產能1120萬噸，均爲動力煤礦。據調研，目前兩礦處於停產檢修整改階段，待上級部門完成核查驗收並辦理復工復產手續後，預計最快將於8月初復產。 2. 據焦聯網，昨日上午多地代表性焦企召開分析會議，呼籲焦企全面限產30%，主動壓減供給，推動焦炭市場供需關係迴歸健康平衡。 3. 印尼氣象局局長週四表示，隨着厄爾尼諾現象在全國範圍內加劇，7月份印尼潛在火災區域大幅增加，該天氣系統預計將持續至2027年初。 4. 中共中央政治局7月30日召開會議，會議強調，要毫不放鬆做好“三農”工作，持續鞏固拓展脫貧攻堅成果，建立健全高標準農田建設、運營、管護機制，穩定生豬等農畜產品生產和價格，促進農民穩定增收。 5. 印尼貿易部一項條例週三顯示，印尼已將8月毛棕櫚油參考價格從7月的每噸1000.90美元下調至996.52美元。 6. 一項調查顯示，美國2026/27年度大豆產量料爲1.206億噸，較上次預估小幅調降，預估區間爲1.145-1.267億噸。 7. 據隆衆資訊，截止到2026年07月30日，全國浮法玻璃樣本企業總庫存7535.3萬重箱，環比+6.3萬重箱，環比+0.08%，同比+26.65%。折庫存天數34.4天，較上期+0.3天。 8. 富寶資訊調研數據顯示，截至7月30日，當週碳酸鋰產量2.26萬噸，環減2.59%（較上期較少600噸）；碳酸鋰庫存8.56萬噸，環減3.28%（較上期減少2948噸）。