A股汽車熱管理板塊異動拉昇，N天博漲超53%，浙江榮泰封板漲停，恆勃股份、北特科技、恆帥股份、固德電材等跟漲。

China A-share gaming sector opened firm; Zhangqu Technology rose over 13%, Bingchuan Network rose over 9%; Perfect World, Dianhun Network, Kaiying Network and Shengtian Network also gained.

Citrini Research semiconductor analyst Jukan has shifted to a positive stance on DRAM after issuing a bearish report on July 3. He says DRAM fundamentals are solid: US hyperscalers’ DRAM inventories are already low with further drawdown potential. Citrini expects DRAM blended contract prices to rise about 10% QoQ in 2026 Q4 (after high-double-digit QoQ gains in Q3). NAND fundamentals are weaker; despite high-double-digit QoQ price gains in 2026 Q3, soft smartphone demand and elevated inventories should cut Q4 gains to low-single-digit QoQ.