Samsung mobile, TV and appliance workers will rally on July 16 near the company's Suwon headquarters to protest bonus awards to the semiconductor division, the Samsung union said, YONHAP reported. Semiconductor workers, who recently won a pay deal under a different union, received bonuses reportedly up to 600 million won (about $390,000); non-chip employees are expected to receive stock grants worth about 6 million won (≈$3,900). The largest union representing mobile and consumer electronics sta

China Merchants Securities says the recent sharp market adjustment following Meta's compute sale is a tactical move to lift ROIC in a high‑CapEx phase, not evidence of broad compute overcapacity. The firm views the industry as shifting from pure CapEx expansion into a ROIC‑verification stage; the pullback was amplified by prior outsized gains in generalized compute names and leveraged flows, creating a short‑term liquidity‑driven negative feedback loop. After the liquidity shock, the bank judges the AI structural trend intact: storage chip supply‑demand gaps remain, MLCC price increases persist, and indium phosphide shortages continue, supporting scope for a tech recovery. It also recommends selectively targeting mispricings between mid‑year earnings and share prices.

欧元区7月Sentix投资者信心指数 -3.1，预期-10，前值-13.4。