Deutsche Bank raises ASML PT to €1,800 from €1,600.

Swissquote Bank senior analyst Ipek Ozkardeskaya said markets expect a very strong U.S. debut for SK Hynix. The optimism lifted the Kospi about 5% intraday after the company's ADR was priced at $149 each, marking the largest U.S. listing by a foreign firm. She said AI enablers have driven much of tech's earnings growth since 2023, with large-scale AI spending—particularly by big tech—flowing directly into semiconductor companies. Given SK Hynix's substantial share-price gains in Korea over the past year, its Nasdaq performance will show how much incremental value the U.S. market can add.

中国上证综指7月10日（周五）开盘下跌5.05点，跌幅：0.13%，报4031.54点； 中国深证成指7月10日（周五）开盘上涨81.68点，涨幅：0.53%，报15480.41点； 中国沪深300指数7月10日（周五）开盘上涨11.22点，涨幅：0.23%，报4887.54点； 中国创业板指数7月10日（周五）开盘上涨23.68点，涨幅：0.59%，报4041.86点； 中国科创50指数7月10日（周五）开盘上涨4.35点，涨幅：0.2%，报2190.18点。