U.S. stocks opened higher: Dow Jones +0.11%, S&P 500 +0.32%, Nasdaq +0.78%. Chip names led gains — SanDisk (SNDK.O) +4%, Western Digital (WDC.O) +5%+, Broadcom (AVGO.O) +3.5% after its cooperation agreement with Apple was extended to 2031. The Nasdaq Golden Dragon China Index rose 0.89%.

Saiyi Information issued an earnings preview, forecasting 1H2026 net profit attributable to shareholders of 52.5-65.0 mln yuan, a YoY increase of 188.36%-257.01%. The company cited internal measures—strengthened operations, optimized delivery and tighter cost controls—that restored profitability, alongside intensified market expansion, deeper engagement with existing clients and growth in overseas business, which materially expanded scale and drove profit growth.

German factory orders rose 1.9% MoM in May, after April was revised to -3.2%, beating a market forecast of +1.1%. The increase was driven by transport equipment orders, including military contracts, suggesting defense procurement is supporting demand. Excluding large one-off orders, new orders rose 1.0% MoM. The three-month rolling series fell 0.2%. Germany’s economy ministry said manufacturing new orders appear to be reverting to the H2 uptrend seen last year but remain highly volatile due to large orders, and geopolitical uncertainty will stay elevated until US‑Iran talks conclude.