攜程(TCOM.O)美股盤前下跌13.5%，因其第一季度業績不佳。

Morgan Stanley raised its price target on Micron Technology (MU.O) to $1,200 from $1,050 and maintained an Overweight rating. The bank lifted its FY2027 EPS estimate by about 40% to $168 a share and raised its free cash flow forecast to $140bn from $104bn. Morgan Stanley, aligned with Micron management, said AI will drive DRAM demand to materially outstrip supply after 2027. Micron’s most recent quarter conformed to this trend and both results and guidance show significant upside.

Boeing China president Lu Yiming said on June 24 he expects the Boeing fleet in China could double over the next 20 years, implying sustained demand for aircraft and components. He said many parts for Boeing’s global fleet are produced in China and that Chinese supply-chain partners contribute unique value to Boeing’s global network. Lu estimated about 250,000 additional aviation workers — including pilots and ground staff — will be needed, and said Boeing has trained hundreds of thousands of aviation professionals in China and will continue to increase investment in local human capital.