摩根士丹利：将美光科技(MU.O)的目标价从1050.00美元上调至1200.00美元。

Chinese A-shares at midday: Shanghai Composite +0.36%, Shenzhen Composite +1.46%, ChiNext +2.01%, STAR 50 +4.18%. Storage-chip names triggered a wave of limit-ups, including Taiji Industrial. Securities stocks rallied; Zhongxin Jiantou and Changjiang Securities hit limit-up. Also outperforming: optical communications, baijiu, insurance, construction machinery and warehousing/logistics. Underperforming: lithium, innovative drugs, oil, nonferrous metals and power. Market turnover in the first half-day exceeded 2.4 trillion yuan.

ECB will include a portfolio of non-financial corporate loan receivables in its general collateral framework and gradually phase out temporary measures; earliest implementation targeted for November 2027.