港股开盘，恒指开涨0.19%，科指开涨0.42%。人工智能板块高开，联想集团(00992.HK)涨4.4%，建滔积层板(01888.HK)涨4%。MOMENTA-W(06880.HK)上市首日开涨1.83%。

新西兰至7月8日联储利率决定 2.5%，预期2.50%，前值2.25%。

Nomura analysts Eon Hwang and YJ Kim say Samsung Electronics remains undervalued versus peers given its profit scale. They estimate that, assuming Samsung took a roughly 20 trillion won special bonus provision in 1H, Q2 operating profit would have been about 110 trillion won; Samsung’s preliminary operating profit guidance of about 89 trillion won is above Nomura’s 76 trillion won estimate. Nomura forecasts DRAM and NAND prices to rise 15–20% QoQ in Q3 on strong demand and tight supply.