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Italy June services PMI 50.2, below expected 50.5 and up from May's 49.4.
2026-07-03
Italy June services PMI 50.2, below expected 50.5 and up from May's 49.4.
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其他消息
2026-07-03
CITIC Securities projects global semiconductor manufacturers’ capex will reach $341.7 bln in 2028, up 103.3% from $168.1 bln in 2025, with the higher capex transmitting directly to equipment demand. It forecasts front‑end wafer fab equipment (WFE) at $241.4 bln in 2028, roughly +108% versus 2025, and back‑end equipment at $38.3 bln, up 136.9% from $16.16 bln in 2025. By end‑market, memory demand is expected to rise most (+150%), followed by foundry (+91.4%). After Chinese market inventory destoc
CITIC Securities projects global semiconductor manufacturers’ capex will reach $341.7 bln in 2028, up 103.3% from $168.1 bln in 2025, with the higher capex transmitting directly to equipment demand. It forecasts front‑end wafer fab equipment (WFE) at $241.4 bln in 2028, roughly +108% versus 2025, and back‑end equipment at $38.3 bln, up 136.9% from $16.16 bln in 2025. By end‑market, memory demand is expected to rise most (+150%), followed by foundry (+91.4%). After Chinese market inventory destocking in 2025–26, China is forecast to see a strong recovery in 2027.
2026-07-03
On the A-share market, BOE Technology (A shares) turnover hit 30 bln yuan; shares are down 6.59%.
On the A-share market, BOE Technology (A shares) turnover hit 30 bln yuan; shares are down 6.59%.
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