China's crude oil futures main contract rallied intraday: Shanghai crude (SC) +6.01% at 483 yuan/barrel; low-sulfur fuel oil (LU) +6.37% at 4,156 yuan/ton; fuel oil +5.24% at 3,191 yuan/ton.

1. 消息称三星晶圆代工部分制程涨价。 2. 小摩坚定唱多三星：全球“最便宜存储股”，盈利爆发周期将延续。 3. 长鑫科技7月16日开启新股申购。 4. SK海力士美国IPO获超7倍超额认购。 5. 贝恩资本高位清仓闪存芯片厂商铠侠。 6. 三星电子支持的韩国AI芯片创企Rebellions计划明年在韩IPO。 7. 消息称台积电大幅扩展PIC产能，预计2028年将达到每月2.5万片。 8. 美银：半导体回调属健康修正，重申对美光的“买入”评级。 9. 雅创电子：预计上半年净利润同比增长439%-561%，持续深化与上游存储、被动器件厂商的战略合作。 10. 机构：存储成本飙升，400美元以下全球智能手机市场将下滑22%。

MOFCOM and eight other ministries issued guidance to accelerate retail-sector innovation and provide financing support. Key measures: back IPOs for eligible new, high-quality retail firms; permit qualified retail operators to issue asset-backed securities (ABS) and commercial REITs; encourage financial institutions to offer retail-tailored industry credit policies; extend service-sector loan interest-subsidy schemes to eligible retail borrowers. The guidance also supports eligible department stores, shopping centers, community retail and wet-market projects issuing infrastructure REITs, and calls for increased financing for energy-saving, decarbonization and digital upgrades of facilities and equipment, subject to legal compliance and controllable risk.