港股人工智能股部分走高，MINIMAX-W(00100.HK)漲超15%，智譜(02513.HK)漲超9%，勝宏科技(02476.HK)漲超7%，劍橋科技(06166.HK)漲超3%。

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.

Korean IT outlet Digital Daily reports Apple sought cuts to LPDDR5X and other mobile DRAM prices for next‑generation iPhones and smart devices, but China’s CXMT rejected the request, saying its quotes will not fall below Samsung and SK Hynix. CXMT’s stance reflects capacity locked by long‑term, high‑price contracts with Huawei and Xiaomi, removing the need to concede to Apple. At the same time Samsung and SK Hynix are reallocating capacity to higher‑value AI/storage products — HBM4, LPCAMM2 and enterprise SSDs — tightening supply of general‑purpose DRAM and supporting price rises; CXMT’s refusal adds further upward pressure on commodity DRAM prices.