尼德漢姆：將英偉達(NVDA.O)目標價從270美元上調至300美元。

Hong Kong Rating and Valuation Department: July private residential property price index 321.5, down 0.46% MoM (ending a 13-month gain), up 11.6% YoY; Jan–Jul cumulative +7.3%. July residential rent index 207.4, +0.8% MoM, +5.07% YoY (record high); Jan–Jul rent index +3.44%. Cushman & Wakefield’s Hong Kong research head said the new US Fed chair has added near-term uncertainty over rate direction, and, together with geopolitical and global market volatility, is prompting some buyers to adopt a cautious wait-and-see stance. She added sustained local housing demand, population inflows and record rents support underlying market strength, so July’s modest price dip likely represents consolidation rather than a fundamental shift.

深交所：港股通標的證券名單調入中際旭創（03308），8月27日起生效。