2026-08-28

1. 特朗普政府正在考慮新一輪大規模半導體關稅。 2. SK海力士加碼美國HBM佈局，40億美元工廠正式奠基。 3. SK海力士：未見內存市場明顯下滑信號，預計短缺持續至2030年底。 4. SK將向KKR等機構出售蔚山人工智能數據中心49%股權。 5. SK海力士CEO稱正在考慮與鎧俠建立更緊密的合作關係。 6. 鎧俠和閃迪計劃在日本投資310億美元擴建存儲器工廠。 7. 瑞銀證券：預計明年NAND價格將上漲30%以上。 8. 發改委：上半年國內主要晶圓代工企業產能利用率保持在90%以上。 9. 維通信：擬11億元收購高端MLCC公司益陽電子科技55%股權。 10. 機構：三星電機調漲Q4 OEM報價，開啓MLCC產業上升週期。 11. 高通詳解HBC近存架構：能效與帶寬上比HBM有優勢，雲廠商已有興趣。 12. 福建：穩步擴大12英寸晶圓、功率半導體、模擬芯片等產品製造產能。 13. 集邦諮詢：預估第四季將延續MLCC供需缺口擴大、價格走升態勢。

1. 特朗普政府正在考慮新一輪大規模半導體關稅。 2. SK海力士加碼美國HBM佈局，40億美元工廠正式奠基。 3. SK海力士：未見內存市場明顯下滑信號，預計短缺持續至2030年底。 4. SK將向KKR等機構出售蔚山人工智能數據中心49%股權。 5. SK海力士CEO稱正在考慮與鎧俠建立更緊密的合作關係。 6. 鎧俠和閃迪計劃在日本投資310億美元擴建存儲器工廠。 7. 瑞銀證券：預計明年NAND價格將上漲30%以上。 8. 發改委：上半年國內主要晶圓代工企業產能利用率保持在90%以上。 9. 維通信：擬11億元收購高端MLCC公司益陽電子科技55%股權。 10. 機構：三星電機調漲Q4 OEM報價，開啓MLCC產業上升週期。 11. 高通詳解HBC近存架構：能效與帶寬上比HBM有優勢，雲廠商已有興趣。 12. 福建：穩步擴大12英寸晶圓、功率半導體、模擬芯片等產品製造產能。 13. 集邦諮詢：預估第四季將延續MLCC供需缺口擴大、價格走升態勢。

2026-08-28

PEEK materials names were active on China’s A-share market; Zhongxin Fluoromaterials hit the daily limit, while Xinhan New Materials, Wankai New Materials, Zhongyan Co., Tongyi Co. and Kaisheng New Materials were among the top gainers.

PEEK materials names were active on China’s A-share market; Zhongxin Fluoromaterials hit the daily limit, while Xinhan New Materials, Wankai New Materials, Zhongyan Co., Tongyi Co. and Kaisheng New Materials were among the top gainers.

2026-08-28

A股PEEK材料概念活躍，中欣氟材漲停，新瀚新材、萬凱新材、中研股份、同益股份、凱盛新材等漲幅居前。

A股PEEK材料概念活躍，中欣氟材漲停，新瀚新材、萬凱新材、中研股份、同益股份、凱盛新材等漲幅居前。

2026-08-28

A Reuters survey shows most economists expect the RBNZ to deliver a second consecutive 25bp hike next Wednesday, lifting the official cash rate to 2.75%. About 90% of 31 respondents forecast the move. Two‑thirds expect at least another 25bp tightening next quarter; the median year‑end OCR forecast is 3.00%. The RBNZ implemented its first rate increase in over three years last month and signalled further tightening to return inflation to the 1–3% target. Official data showed inflation rose to 4.1

A Reuters survey shows most economists expect the RBNZ to deliver a second consecutive 25bp hike next Wednesday, lifting the official cash rate to 2.75%. About 90% of 31 respondents forecast the move. Two‑thirds expect at least another 25bp tightening next quarter; the median year‑end OCR forecast is 3.00%. The RBNZ implemented its first rate increase in over three years last month and signalled further tightening to return inflation to the 1–3% target. Official data showed inflation rose to 4.1% last quarter, a two‑and‑a‑half‑year high; economists say inflation likely will not return to the target this year, partly due to upward pressure on energy prices. HSBC Australia & New Zealand chief economist Paul Bloxham said the main reason is that inflation is above target.

2026-08-28

A-share travel sector staged an intraday volatile rebound; Shaanxi Tourism hit the daily limit, while Nanjing Business Travel, Zhongxin Tourism, Lingnan Holdings, Xiyu Tourism, Emeishan A and Tianfu Cultural Tourism also gained.

A-share travel sector staged an intraday volatile rebound; Shaanxi Tourism hit the daily limit, while Nanjing Business Travel, Zhongxin Tourism, Lingnan Holdings, Xiyu Tourism, Emeishan A and Tianfu Cultural Tourism also gained.

2026-08-28

Nomura cuts PT for Bilibili (BILI.O) to $18.00 from $22.50.

Nomura cuts PT for Bilibili (BILI.O) to $18.00 from $22.50.