2026-08-10

韓國KOSPI指數衝高回落，漲幅收窄至0.75%，SK海力士現漲1.8%，三星電子漲1%。

韓國KOSPI指數衝高回落，漲幅收窄至0.75%，SK海力士現漲1.8%，三星電子漲1%。

2026-08-10

歡迎進入鏈接網頁右側下載本週財經數據與事件精美周曆壁紙：今日公佈中國7月M2貨幣供應年率、歐元區8月Sentix投資者信心指數。

歡迎進入鏈接網頁右側下載本週財經數據與事件精美周曆壁紙：今日公佈中國7月M2貨幣供應年率、歐元區8月Sentix投資者信心指數。

2026-08-10

1、滬深兩市8月7日總成交量爲2.67萬億，較上一交易日回升，維持在20日均線（2.44萬億）上方。 2、8月7日衡量A股槓桿水平的融資買入額佔A股流動市值之比回落至8.88%，年內一直圍繞着10%波動，但5月以來波動明顯加劇。 -------- 注：1、兩市成交量反映了各大機構、遊資、廣大散戶對A股看法，高於均線代表總成交量升高，市場情緒偏樂觀，低於均線代表總成交量下降，市場情緒降溫。 2、2015年以來，A股槓桿水平大部分時候維持在6%-10%，槓桿率超過10%意味着市場活躍度較高，可能接近或者處於牛市。達到15%以上意味着市場有過熱風險，需要警惕風險。

1、滬深兩市8月7日總成交量爲2.67萬億，較上一交易日回升，維持在20日均線（2.44萬億）上方。 2、8月7日衡量A股槓桿水平的融資買入額佔A股流動市值之比回落至8.88%，年內一直圍繞着10%波動，但5月以來波動明顯加劇。 -------- 注：1、兩市成交量反映了各大機構、遊資、廣大散戶對A股看法，高於均線代表總成交量升高，市場情緒偏樂觀，低於均線代表總成交量下降，市場情緒降溫。 2、2015年以來，A股槓桿水平大部分時候維持在6%-10%，槓桿率超過10%意味着市場活躍度較高，可能接近或者處於牛市。達到15%以上意味着市場有過熱風險，需要警惕風險。

2026-08-10

CITIC Securities research says advanced packaging will be a key route to sustaining steep performance upgrades for high-end chips. Glass substrates are expected to address current advanced-packaging bottlenecks — large-format scaling, higher-density/high-speed integration and yield/throughput — and are likely to enter an accelerated maturity and volume-ramp phase. Glass carrier-board penetration is clear and has high growth elasticity; the firm highlights supply-chain investment opportunities, n

CITIC Securities research says advanced packaging will be a key route to sustaining steep performance upgrades for high-end chips. Glass substrates are expected to address current advanced-packaging bottlenecks — large-format scaling, higher-density/high-speed integration and yield/throughput — and are likely to enter an accelerated maturity and volume-ramp phase. Glass carrier-board penetration is clear and has high growth elasticity; the firm highlights supply-chain investment opportunities, notably in glass interposers, glass carriers and glass bridges.

2026-08-10

Japan July seasonally adjusted bank lending excluding trust accounts YoY 5.9%; prior reading revised to 6.2% from 6.30%.

Japan July seasonally adjusted bank lending excluding trust accounts YoY 5.9%; prior reading revised to 6.2% from 6.30%.

2026-08-10

日本7月季調後除信託外銀行貸款年率 5.9%，前值由6.30%修正爲6.2%。

日本7月季調後除信託外銀行貸款年率 5.9%，前值由6.30%修正爲6.2%。