A股存儲芯片板塊走高，盈方微漲停，有研新材、沃格光電、博敏電子此前漲停，德邦科技、天準科技、概倫電子、中微半導、中科飛測等多股漲超10%。

Ship-tracking data and trade sources say Vietnam has, for the first time in eight years, directly imported diesel produced by India’s Reliance Industries after Hanoi removed fuel import taxes in March to widen supply. About 70,000 tonnes of diesel from Reliance’s Jamnagar refinery was loaded onto Panamax vessel Magic Victoria and discharged Aug. 14-16 at PetroVietnam’s Yunfeng terminal in Khanh Hoa province. LSEG and Kpler data show Vietnam’s diesel imports had previously come mainly from South Korea and other Southeast Asian suppliers; the tax removal follows Middle East shipping risks that pushed buyers to seek nontraditional sources.

YONHAP reports Industry Minister Kim Jung-gwan said Seoul and Washington must resolve legacy issues in the $200bln portion of a $350bln investment package tied to bilateral tariff talks. Under last year’s deal Korea agreed to invest $350bln for the US to cut tariffs on Korean imports from 25% to 15%; $150bln is designated for shipbuilding cooperation and the remaining $200bln’s implementation is still under negotiation. Kim said officials had aimed to announce related projects in late August or early September, but working-level issues have surfaced as talks enter the final stage; both sides are still targeting that timetable. He added Korea continues to face ongoing US tariff pressure while multiple bilateral trade issues remain unresolved.