A股午後半導體產業鏈震盪回落，華虹宏力跌近10%，中科飛測、華峯測控、芯海科技、金海通、太極實業、海光信息、寒武紀等紛紛跟跌。

China's 2026 box office including presales topped 25.0 bln yuan as of Aug 14, according to Lighthouse Pro. Top five by receipts: Fei Chi Ren Sheng 3; Kung Fu Women's Football; A Letter to Grandma; Eight Immortals; Biaoren: Wind Rises in the Desert.

Nomura forecasts India’s 2026/27 fiscal deficit target of 4.3% could deviate by about 20bp (0.2pp) under its baseline. It expects the Reserve Bank of India to refrain from raising rates through the end of next year. Nomura says fiscal risks have eased since the peak of Iran-related tensions but still anticipate the ~0.2pp miss in the baseline scenario. Nomura projects FY growth at 6.6%; stronger Apr–Jun activity could lift GDP above that. Market sentiment has improved versus last year—greater confidence in growth, fiscal metrics and current-account resilience, and reduced concerns about US trade friction. Some supply-side pressure is emerging but Nomura sees no sign of broad-based inflation.