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港股开盘,恒指开跌0.07%,科指开涨0.29%。存储概念回暖,兆易创新(03986.HK)涨5.8%,澜起科技(06809.HK)涨4.4%。
2026-07-09
港股开盘,恒指开跌0.07%,科指开涨0.29%。存储概念回暖,兆易创新(03986.HK)涨5.8%,澜起科技(06809.HK)涨4.4%。
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其他消息
2026-07-09
Goldman Sachs analyst Louis Mille, in a report titled Investment Strategy: Long China AI Value Chain, says China’s AI industry has entered the firm's radar driven by large-scale state support, a surge in global demand and an unprecedented convergence of structural capital rotation. Goldman highlights three market takeaways: China AI companies’ market caps are materially misaligned with the addressable market, implying significant upside to valuations; the China AI value chain possesses unique, m
Goldman Sachs analyst Louis Mille, in a report titled Investment Strategy: Long China AI Value Chain, says China’s AI industry has entered the firm's radar driven by large-scale state support, a surge in global demand and an unprecedented convergence of structural capital rotation. Goldman highlights three market takeaways: China AI companies’ market caps are materially misaligned with the addressable market, implying significant upside to valuations; the China AI value chain possesses unique, market-underestimated competitive advantages; and the China AI sector is outperforming other Chinese assets and drawing structural capital allocation.
2026-07-09
Bank of Korea Governor Shin said he will maintain ongoing communication with other central banks to discuss market conditions.
Bank of Korea Governor Shin said he will maintain ongoing communication with other central banks to discuss market conditions.
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