Omdia's AMFT Q2 2026 China report projects the Chinese semiconductor market will expand 92.9% YoY to $812.1bn in 2026, an upward revision of $265.6bn (48.6%) versus its prior AMFT Q4 2025 update, which forecast $546.5bn (31.26% growth). Omdia also raised its 2026 China memory market forecast to 262.9% growth, taking market size to $449.6bn.

國內新聞 1. 中國海軍成功組織潛射戰略導彈試射。 2. 深交所：密切監控中公教育交易情況，對影響股票正常交易秩序的異常交易行爲，依規對相關投資者採取了暫停交易等監管措施。 3. 中央網信辦深入開展“清朗·整治AI應用亂象”專項行動第一階段工作。 4. 上交所：宇樹科技股份有限公司註冊生效。 5. 香港特區行政長官李家超與央行行長潘功勝會面。 6. 應急管理部將針對廣西的國家地質災害應急響應提升至三級。 國際新聞 1. 特朗普在白宮敲開市鍾以推廣“特朗普賬戶”；喊話買入戴爾、感謝美光，稱股市將一飛沖天。 2. 波蘭國防部長：美國將恢復在波蘭的部隊輪換。 3. SK海力士啓動美股上市營銷推介流程，擬籌集280億美元。 4. 沙特將8月售往亞洲的阿拉伯輕質原油售價下調11美元/桶，降幅創至少26年來最大。 5. 中東局勢— ①黎巴嫩消息人士：以色列從試點區撤軍的日期尚未確定。 ②至少日本八艘船隻正編隊駛離霍爾木茲海峽。

CFTC data show net bullish bets on the dollar rose to nearly $40bn as of June 30, the highest since 2015, extending a monthly rally led by interest-rate expectations. Markets are pricing a higher-for-longer Fed and a risk of further hikes, which helped the dollar gain about 2% in June. Analysts say Fed tightening expectations and US economic resilience support the move, but some institutions warn weaker recent employment data could cap further upside.