Passive funds' 1H 2026 holdings: top three positions were Zhongji Xuchuang, Xinyisheng and Cambricon, with market values of 80.699 bln yuan, 61.445 bln yuan and 60.293 bln yuan respectively.

Japan 30-year government bond yield jumped above 4.18% to a record high.

Analyst Ming‑Chi Kuo says his latest industry survey shows NVIDIA has restarted the Rubin CPX prefill‑optimized inference GPU project after a major redesign. Production is expected to begin in 2027 Q1. The revised Rubin CPX delivers compute close to standard Rubin GPUs, further improves prefill performance, has a peak single‑chip power draw of 2,300W and is specified with 168GB of HBM4 memory.