【期貨熱點追蹤】出口預期向好、現貨價格大幅走高、優良率下滑疊加高溫乾燥天氣預警，美豆期貨能否迎來新一輪大行情？點擊閱讀。

Citigroup said Kingboard Laminates (01888.HK) announced price increases above expectations and raised earnings forecasts, lifting its PT to HK$130 from HK$120 while retaining a Buy rating. The bank said recent share weakness reflects rotation out of high-valuation AI hardware into non-tech, Meta selling excess compute and a sell-down by largest shareholder Hallgain, but views the pullback as a buying opportunity. Key catalysts include potentially stronger-than-expected average selling prices for electronic fiberglass cloth, which could produce a 1H earnings beat and prompt upward revisions after 1H results. Citigroup raised 2026-28 profit forecasts by 11-12% to about 9.61 bln yuan, 14.28 bln yuan and 19.52 bln yuan. The stock is on Citigroup’s upside-catalyst watchlist, expiring Aug. 2.

美國6月ISM非製造業PMI、全球供應鏈壓力指數將於十分鐘後公佈。