A股白酒板块走强，酒鬼酒涨超8%，舍得酒业涨超5%，贵州茅台涨超2%，迎驾贡酒、水井坊等跟涨。

Citigroup says Apple’s reported interest in ChangXin Memory could shift the firm from a China-focused substitute story to a credible global fourth-largest DRAM manufacturer, and expects the news to be positive for ChangXin and its supply chain, including equipment vendors and OSATs.

In 1H Japan saw just 18 IPOs and $917m of proceeds, the fewest listings since 2011 and lowest fundraising since 2022, Dealogic data show (annual average ~35 listings). The Nikkei 225 is up roughly one-third YTD, but the market rally has not revived issuance. This month ride‑hailing app Go raised ¥89bn (~$550m) on listing, highlighting the scarcity of companies willing or able to go public. Bankers, advisers and lawyers say the weak pipeline is unlikely to reverse in H2, in part because Japan lacks startups positioned to capture valuation gains tied to AI, data‑center and semiconductor demand.