The 2026 China (Nanjing) Embodied Intelligence Robotics Industry Expo will run July 10-12 in Nanjing. Organizers expect 450+ domestic and international exhibitors and 35,000+ professional visitors; the show spans core components (sensors, actuators, AI chips), full systems (humanoid, service and special-purpose robots) and industry solutions, forming a complete technology–product–application ecosystem.

Nomura says the global storage industry’s core imbalance is a severe supply shortage and AI-driven structural demand growth has not yet peaked. Investor fears of an imminent supply glut are materially overblown, and recent market weakness could offer a window to reassess storage valuations. Nomura notes semiconductor capex-to-capacity conversion is very slow; a Korean investment plan of about 4,800 trillion won will take at least 5–10 years to translate into actual capacity. High-margin HBM (high-bandwidth memory) is crowding out general-purpose memory capacity, further tightening supply. Nomura adds Meta’s recent decision is not an inflection point for weaker AI hardware demand; Meta bringing compute to market may help stabilise and push down per-token prices that have risen amid current compute shortages.

俄羅斯總統助理烏沙科夫：特朗普在北約峯會前提出幫助達成烏克蘭衝突的解決方案。