【股指期貨早盤收盤】滬深300股指期貨（IF）主力合約漲0.96%，上證50股指期貨（IH）主力合約漲1.44%，中證500股指期貨（IC）主力合約漲2.39%，中證1000股指期貨（IM）主力合約漲2.94%。

Traditional DRAM prices rose QoQ in Q2 2026 while HBM prices fell YoY; the HBM decline was driven by HBM3E price cuts and a delay to HBM4 launches. With traditional DRAM continuing to firm, HBM is expected to rebound next year. A vice president at Counterpoint Research said the key market watch for H2 2026 is whether CXMT can use its recent IPO to accelerate HBM and LPDDR6 capacity expansion. If CXMT scales capacity to meet domestic and international demand it could gain share and reshape industry structure; for CXMT the question is timing rather than capability to join the global top-three memory suppliers.

On whether the U.S. will further intervene in markets, U.S. Treasury Secretary Bessent said he is in close contact with Japan.