1. SK海力士(SKHY.O)計劃將在中國的NAND產能提高50%。 2. 英特爾(INTC.O)據悉擬將股票發行規模擴大至200億美元。 3. Riot(RIOT.O)盤前漲超15%，Anthropic與礦企Riot簽下91億美元算力大單。 4. 英偉達(NVDA.O)宣佈聯手六大金融巨頭，佈局5000億美元AI基建融資體系。 5. 摩根士丹利(MS.N)啓動美國創新基礎設施計劃，目標撬動1.5萬億美元資本。 6. Beyond Meat(BYND.O)盤前一度跌近21%，公司董事會批准按1:30比例進行反向股票分割。 7. 市場消息：黑石集團(BX.N)即將以20億美元收購加拿大航空Aeroplan忠誠度計劃的少數股權。 8. 騰訊音樂(TME.N)盤前跌超10%，第二季度總收入89.3億元同比增長5.8%，加大回購力度至4億美元。

Aug 10 — Liu Huanxin, director of the National Food and Strategic Reserves Administration, met the visiting Australian ambassador to China in Beijing and held in-depth talks on advancing China‑Australia cooperation in the grain sector.

China’s Urban Renewal 15th Five-Year Plan sets 23 priority tasks and expects 15 trillion yuan of investment over the plan period. The central budget has earmarked 97 billion yuan for urban renewal projects this year and 160 billion yuan of ultra‑long‑term special treasury bonds to support underground utility networks. Authorities say private capital will target redevelopments of neighborhoods, factories and industrial parks that offer stable returns; financing channels cited include bank loans, REITs and asset securitization. Household co‑funding is expected for projects such as adding elevators to old walk‑ups and on‑site reconstruction of hazardous housing under a “who benefits, who pays” rule.