阿聯酋總統外交顧問：與伊朗重建信任可能需要數十年。

TrendForce: Q2 2026 DRAM industry revenue rose 59.5% QoQ to $154.7 bln, driven by a sharp increase in conventional DRAM contract prices. LLM training and AI inference lifted AI server demand, boosting shipments of HBM3e, LPDDR5X and high‑capacity RDIMM; agentic AI deployments also spurred RDIMM buying across capacity tiers. On supply, manufacturers’ inventories are at trough and new capacity is being channeled preferentially to server demand; overall DRAM bit shipments ticked up only modestly in Q2.

A-share food processing and manufacturing sector opened higher; Haixin Foods hit the daily limit (limit-up), while Jinjian Rice Industry, Zhongshui Fishery, Huifa Foods, Huatian Hotel, New Hope and Guolian Aquatic advanced.