A股貴金屬板塊高開，曉程科技高開近10%，招金黃金、赤峯黃金、四川黃金紛紛高開。

Counterpoint Research says global high-end smartphone market (wholesale price ≥ $600) saw volumes rise 5% YoY in 1H 2026 and climbed to a record 29% share of total sales, up from 25% a year earlier. Rising component costs hit low- and mid-end models harder; high-end vendors preserved demand by sustaining higher margins and cutting promotions. The report flags an accelerated shift toward premiumization as mid-range Android price increases narrow the gap with discounted flagships, making upgrades to flagship models more attractive. Brand detail: Apple grew 9% YoY to hold a 65% share of the high-end segment, with stable demand for base iPhone 17 models; Samsung rose 3% YoY to an 18% share, with Galaxy S26 Ultra variants accounting for more than half of its high-end sales.

日本至7月31日當週外資買進日股 -3925億日元，前值由9121億日元修正爲9124億日元。