國際原子能機構理事會以23票贊成通過決議，將伊朗核擴散案退回聯合國安理會。

BofA economists say a more durable semiconductor upcycle driven by sustained global AI investment could further lift South Korea’s GDP. They raised 2026 and 2027 growth forecasts to 3.6% and 2.5% from 3.1% and 2.2%, respectively, and expect the semiconductor trade surplus to remain elevated for years. Spillovers are already visible: stronger manufacturing and construction investment, higher tax receipts enabling fiscal expansion, and wealth effects supporting consumption. BofA expects the Bank of Korea to deliver two additional 25bp rate hikes, possibly in Nov 2026 and Feb 2027.

DBS says China Unicom’s H1 net profit fell 34.6% YoY to RMB9.5bn, about 26% below market expectations, driven by VAT reclassification and employee benefits rising >19% YoY. Management describes the suspension of an interim dividend as a one-off, citing front-loaded capex; full-year capex guidance remains around RMB50bn and H1 capex was RMB24.1bn (≈48% of budget). DBS trims 2026–28 EPS forecasts by about 6.2%, 8.9% and 11.1% to RMB18.0bn, RMB19.0bn and RMB20.2bn (YoY -12.3%, +5.6%, +6.3%). Target price cut to HKD8.0 from HKD8.7; Buy rating maintained. DBS retains a >65% payout ratio assumption, implying a dividend yield of roughly 7.9%.