1. 英偉達據悉考慮下調Rubin Ultra芯片顯存容量。 2. 臺積電等研發出單層MoS2頂柵晶體管。 3. 存儲漲價後：蘋果上調多款iPhone、iPad、Mac及安卓手機以舊換新折抵價，最高達25%。 4. 臺積電N2製程產能充足但DRAM短缺，蘋果iPhone 18備貨面臨壓力。 5. 華爲數據存儲產品副總裁：存儲漲價有一定影響，目前可以保證客戶供應。 6. 槓桿ETF風暴一個月，韓國股市距離風險出清還有“最後一公里”。 7. 馬斯克：內存芯片的需求增長速度遠遠超過了供應增速。 8. 芯片新架構大幅降低空間望遠鏡計算功耗。 9. 歐菲光控股中科島晶，卡位玻璃基先進封裝賽道。 10. 機構：上半年全球高端智能手機市場佔比創歷史新高達29%。 11. Q2淨利潤暴漲256倍，華邦電子透露客戶已搶訂2030年存儲產能。

China Overseas Grand Oceans Group (00081.HK): In July 2026 its affiliated companies recorded contracted sales of RMB 2.936 bln and contracted sales area of 247,900 sq m, up 44.0% and 31.4% YoY, respectively.

National Bank of Canada is the lone 4.1% outlier. Nineteen institutions forecast 4.2% — including Deutsche Bank, Mizuho, HSBC, RBC, BNP Paribas, Wells Fargo, Berenberg, Commonwealth Bank of Australia, Oxford Economics, Pantheon Macroeconomics, Nordea, SocGen, Moody’s Analytics, Nomura, BMO, Barclays, TD Securities and High Frequency Economics. Nineteen institutions forecast 4.3% — including Sumitomo Mitsui, Morgan Stanley, JP Morgan, Daiwa Capital Markets, Lloyds, Scotiabank, Standard Chartered, Westpac, ING, Capital Economics, Citigroup, NatWest, Commerzbank, Goldman Sachs, UBS, CIBC, Bank of America and U.S. Bancorp. Reuters expectation: 4.2%.