個股新聞 1. 英偉達(NVDA.O)2027財年Q2營收962億美元，上一季度爲816.15億美元，去年同期爲467.43億美元，市場預期Q2營收爲920.12億美元。 2. 英偉達(NVDA.O)據悉擬以129億美元收購開源AI平臺Hugging Face。 3. 鎧俠和閃迪(SNDK.O)計劃在日本投資310億美元擴建內存製造廠。 4. 亞馬遜(AMZN.O)將購買200萬顆英偉達芯片用於數據中心擴建。 5. Moderna(MRNA.O)將發行20億美元可轉換高級票據。 6. Zoom(ZM.O)所持Anthropic股份價值增至31.3億美元。 7. 諾和諾德(NVO.N)：已申請口服Wegovy用於體重管理的批准。 8. 受業務增長及對Anthropic的投資收益推動，Salesforce(CRM.N)盤前一度漲超12%。 9. 嗶哩嗶哩(BILI.O)2026年Q2營收79.39億元，市場預期79.08億元，上年同期73.4億元。 10. 百度(BIDU.O)：自願將其於香港聯交所的第二上市地位轉換爲主要上市，並將於2026年9月1日生效。

Japan's net purchases of foreign equities in the week through Aug. 21 were -869 billion yen, versus +1,391.3 billion yen in the prior week.

Lu Kang, deputy head of the International Liaison Department of the CPC Central Committee, met a delegation of young Japanese lawmakers led by Shinichi Isa in Beijing on Aug. 27. Lu said Sino-Japanese relations are in serious difficulty, identifying history and Taiwan as core issues that undercut the political foundation and bilateral trust. He urged Japanese parties and politicians to adhere to the four China-Japan political documents and to handle Taiwan in accordance with the One-China principle, and reiterated Chinese positions on questions raised by the delegation. Isa said Japan regards bilateral ties as important, is concerned about the current deterioration, and seeks continued communication to help improve relations.