港股收盤，恆指收跌0.7%，科指收漲0.01%；半導體概念走強，兆易創新(03986.HK)漲21.8%，瀾起科技(06809.HK)漲超19%，中芯國際(00981.HK)漲超10%，華虹宏力(01347.HK)漲超8%。

Yuji Sugimoto, head of Bain Capital Japan, said Kioxia may be one of Japan’s highest‑valued firms in the AI cycle, but Korean chip giants retain structural advantages. He cited Samsung and SK’s strong top‑down leadership and ownership structures, saying sustained, large-scale investment is essential in semiconductors and hard to deliver under typical Japanese governance. Sugimoto, who led Bain’s acquisition of Toshiba’s memory unit (spun off in 2017 and bought by a Bain-led consortium for about ¥2 trillion in 2018; renamed Kioxia in 2019), said Kioxia could not have completed its transformation if it had stayed under Toshiba. Since its December 2024 listing Kioxia shares have risen more than 4,000%. Bain has exited its investment.

瑞銀：將2026年底歐洲斯托克600指數目標價從630點上調至690點。