China A-shares opened higher: Shanghai Composite +0.44%, Shenzhen Composite Index +1.26%, ChiNext +1.75%. CPO, semiconductors, advanced packaging and PCB led gains.

Weishi Electronics said at its 1H 2026 results briefing it maintains stable supply relationships with leading in‑vehicle display customers including Tianma, CSOT (China Star) and AU Optronics and serves multiple domestic and overseas mainstream and NEV OEMs. In 1H 2026 the company secured several in‑car backlight module projects; it said NEV terminal business share is steadily rising and is a key source of growth. For H2 2026 Weishi will prioritise ramping its Huai'an facility to move awarded projects into volume production, optimise product mix and cut costs to improve operating performance, while warning downstream OEM demand and project timelines remain uncertain.

美聯儲古爾斯比：美聯儲的行動不受政治時間表的約束。