France June industrial production MoM 0.1% vs expected 0.3%; May -0.1%.

美國總統特朗普：我在經濟方面應該得個A+，食品和雜貨的“價格都在下降。”

Samsung Electronics and SK Hynix shares have plunged about 23% and 35% in the past month amid concerns over weakening HBM price momentum, NAND oversupply and faster rival capacity build-outs. Goldman Sachs says the sell-off is overdone, citing still-low inventories, persistent supply tightness and supportive long-term supply contracts and shareholder returns, and reiterates Buy on both names. The stocks now trade around 3.5–3.6x 2027 P/E and 1.4–1.6x P/B. Goldman forecasts 2027 blended HBM ASPs to rise about 87% for Samsung and 100% for SK Hynix to roughly $2.9/GB, with the SK Hynix estimate roughly 24% above consensus. Goldman highlights constrained HBM expansion—driven by node upgrades, increased stacking and tougher yield ramps—and warns next year’s supply shortfall could be larger than this year’s.