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On July 6, Goldman Sachs significantly raised the price targets for several semiconductor and storage stocks: it increased AMD's target price from $450 to $640, reaffirming a 'Buy' rating; raised Qualcomm's target price from $145 to $180; increased Western Digital's target price from $400 to $650; and raised SanDisk's target price from $1,200 to $2,200.

[Goldman Sachs Raises Price Targets for Multiple Chip and Storage Stocks]On July 6, Goldman Sachs significantly raised the price targets for several semiconductor and storage stocks: it increased AMD's target price from $450 to $640, reaffirming a 'Buy' rating; raised Qualcomm's target price from $145 to $180; increased Western Digital's target price from $400 to $650; and raised SanDisk's target price from $1,200 to $2,200.

Goldman Sachs Raises Price Targets for Multiple Chip and Storage Stocks

On July 6, the Hong Kong Exchange announced that a total of 6,676 contracts were traded during the daytime session of dollar gold futures, setting a new historical high and surpassing the previous record of 3,039 contracts set on November 7, 2022. The bid-ask spread for active month contracts narrowed to one to two ticks, with the August contract dropping to $0.01 (one tick) and the December contract to two ticks. The Hong Kong Exchange continues to implement optimization measures for dollar gold futures contracts, attracting active participation from banks, securities firms, high-frequency trading institutions, traders, gold producers, and consumer enterprises. This marks an important step in the Hong Kong Exchange's efforts to enhance its gold product system and deepen its diversified asset ecosystem strategy, further supporting Hong Kong's development as a leading international gold trading and storage center.

[Hong Kong Exchange Achieves Record High in Dollar Gold Futures Trading]On July 6, the Hong Kong Exchange announced that a total of 6,676 contracts were traded during the daytime session of dollar gold futures, setting a new historical high and surpassing the previous record of 3,039 contracts set on November 7, 2022. The bid-ask spread for active month contracts narrowed to one to two ticks, with the August contract dropping to $0.01 (one tick) and the December contract to two ticks. The Hong Kong Exchange continues to implement optimization measures for dollar gold futures contracts, attracting active participation from banks, securities firms, high-frequency trading institutions, traders, gold producers, and consumer enterprises. This marks an important step in the Hong Kong Exchange's efforts to enhance its gold product system and deepen its diversified asset ecosystem strategy, further supporting Hong Kong's development as a leading international gold trading and storage center.

Hong Kong Exchange Achieves Record High in Dollar Gold Futures Trading

On July 6, Goldman Sachs raised the price target for AMD (AMD.US) from $450 to $640.

[Goldman Sachs Raises AMD Price Target to $640]On July 6, Goldman Sachs raised the price target for AMD (AMD.US) from $450 to $640.

Goldman Sachs Raises AMD Price Target to $640

On July 6, analysts at Société Générale stated in a report that the Japanese government may further intervene to support the yen, but a sustained recovery of the currency requires an improvement in growth prospects. Japan still has approximately $1.3 trillion in foreign exchange reserves available to defend the yen, but the current low growth expectations are likely to limit the currency's gains. However, they noted that the significant rise in the Japanese stock market indicates that the country's economy may be on the verge of improvement. Société Générale predicts that by the end of the year, the USD/JPY exchange rate will drop to 157, and by the second quarter of 2027, it will fall to 154.

[Société Générale: Sustainable Yen Recovery Requires Better Growth Outlook]On July 6, analysts at Société Générale stated in a report that the Japanese government may further intervene to support the yen, but a sustained recovery of the currency requires an improvement in growth prospects. Japan still has approximately $1.3 trillion in foreign exchange reserves available to defend the yen, but the current low growth expectations are likely to limit the currency's gains. However, they noted that the significant rise in the Japanese stock market indicates that the country's economy may be on the verge of improvement. Société Générale predicts that by the end of the year, the USD/JPY exchange rate will drop to 157, and by the second quarter of 2027, it will fall to 154.

Société Générale: Sustainable Yen Recovery Requires Better Growth Outlook

On July 6, JPMorgan analysts pointed out that luxury goods companies are expected to benefit from positive industry-wide data signals in the second quarter. The data shows that the trends in Q2 are either on par with or have improved from Q1 performance. For instance, U.S. credit card data indicates resilient consumer spending, while sales at Japanese duty-free shops, retail, and department stores are accelerating. Consumers in most countries are exhibiting healthy spending patterns, particularly in the U.S., South Korea, and Japan.

[JPMorgan: Luxury Goods Sector Data Indicates Improvement in Q2]On July 6, JPMorgan analysts pointed out that luxury goods companies are expected to benefit from positive industry-wide data signals in the second quarter. The data shows that the trends in Q2 are either on par with or have improved from Q1 performance. For instance, U.S. credit card data indicates resilient consumer spending, while sales at Japanese duty-free shops, retail, and department stores are accelerating. Consumers in most countries are exhibiting healthy spending patterns, particularly in the U.S., South Korea, and Japan.

JPMorgan: Luxury Goods Sector Data Indicates Improvement in Q2

On July 6, SK Hynix officially launched its marketing process for its U.S. IPO this Monday, aiming to leverage investors' sustained enthusiasm for the memory chip sector to advance its listing in the U.S. According to the filing documents, SK Hynix plans to issue approximately 17.79 million shares corresponding to American Depositary Receipts (ADRs), with an estimated offering size of around $28 billion based on last Friday's closing price in the Korean market. As a leading supplier of HBM chips, SK Hynix's listing in the U.S. opens up efficient financing channels for the company. According to previously disclosed regulatory documents, SK Hynix expects its ADRs to officially begin trading on July 10 (this Friday). Based on the current proposed issuance size, this ADR offering is set to rank among the top three largest IPOs in history (specific amounts depend on exchange rates), potentially rivaling Saudi Aramco's $29.4 billion IPO in 2019.

[SK Hynix Officially Launches Marketing Process for U.S. IPO]On July 6, SK Hynix officially launched its marketing process for its U.S. IPO this Monday, aiming to leverage investors' sustained enthusiasm for the memory chip sector to advance its listing in the U.S. According to the filing documents, SK Hynix plans to issue approximately 17.79 million shares corresponding to American Depositary Receipts (ADRs), with an estimated offering size of around $28 billion based on last Friday's closing price in the Korean market. As a leading supplier of HBM chips, SK Hynix's listing in the U.S. opens up efficient financing channels for the company. According to previously disclosed regulatory documents, SK Hynix expects its ADRs to officially begin trading on July 10 (this Friday). Based on the current proposed issuance size, this ADR offering is set to rank among the top three largest IPOs in history (specific amounts depend on exchange rates), potentially rivaling Saudi Aramco's $29.4 billion IPO in 2019.

SK Hynix Officially Launches Marketing Process for U.S. IPO

On July 6, Bank of America released data indicating that in June, 53% of large-cap actively managed funds outperformed their benchmark indices, with small-cap active funds performing even better, achieving outperformance rates of 71% and 91%, respectively. Bank of America noted that in the first half of 2026, growth style funds benefited from the strong rally in semiconductor stocks, outperforming value style funds; in contrast, value style funds lagged due to their lower allocation to semiconductor stocks.

[Bank of America: Strong Semiconductor Sector Drives Growth Funds to Outperform the Market, Active Funds Shine in June]On July 6, Bank of America released data indicating that in June, 53% of large-cap actively managed funds outperformed their benchmark indices, with small-cap active funds performing even better, achieving outperformance rates of 71% and 91%, respectively. Bank of America noted that in the first half of 2026, growth style funds benefited from the strong rally in semiconductor stocks, outperforming value style funds; in contrast, value style funds lagged due to their lower allocation to semiconductor stocks.

Bank of America: Strong Semiconductor Sector Drives Growth Funds to Outperform the Market, Active Funds Shine in June

Documents from the U.S. Securities and Exchange Commission show that Broadcom (AVGO.US) and Apple (AAPL.US) have extended their technology collaboration to 2031 through a new multi-year agreement. Broadcom stated that it will develop and supply a range of custom ASIC silicon products for the manufacturing of multiple generations of Apple products.

[Broadcom and Apple Extend Technology Partnership to 2031 with New Multi-Year Agreement]Documents from the U.S. Securities and Exchange Commission show that Broadcom (AVGO.US) and Apple (AAPL.US) have extended their technology collaboration to 2031 through a new multi-year agreement. Broadcom stated that it will develop and supply a range of custom ASIC silicon products for the manufacturing of multiple generations of Apple products.

Broadcom and Apple Extend Technology Partnership to 2031 with New Multi-Year Agreement

On July 6, Goldman Sachs released a report indicating that the Korean stock market is expected to experience a rally in the second half of the year, likely spreading from AI storage leaders like Samsung Electronics and SK Hynix to more sectors such as energy, materials, and industrial manufacturing. Foreign capital is gradually positioning itself along the AI industry chain and other independent investment opportunities. In response to market concerns about a potential bubble in Korean stocks, Goldman Sachs believes that the current increase in financing balance is primarily due to the growth in leveraged ETF net value, rather than new borrowing by investors. Korean residents' assets are still predominantly in real estate, cash, and overseas stocks, suggesting that the local stock market still has room for incremental capital inflow. Goldman Sachs forecasts that the overall net profit of Korean companies will grow by about 320% year-on-year by 2026, with a continued growth rate of around 35% in 2027. They maintain a target of 12,000 points for the Korea Composite Stock Price Index (KOSPI) over the next 12 months, indicating more than a 20% upside from current levels, although they expect increased market volatility moving forward.

[Goldman Sachs: Korean Stocks Expected to Rally in H2, Maintaining KOSPI Target of 12,000 Points]On July 6, Goldman Sachs released a report indicating that the Korean stock market is expected to experience a rally in the second half of the year, likely spreading from AI storage leaders like Samsung Electronics and SK Hynix to more sectors such as energy, materials, and industrial manufacturing. Foreign capital is gradually positioning itself along the AI industry chain and other independent investment opportunities. In response to market concerns about a potential bubble in Korean stocks, Goldman Sachs believes that the current increase in financing balance is primarily due to the growth in leveraged ETF net value, rather than new borrowing by investors. Korean residents' assets are still predominantly in real estate, cash, and overseas stocks, suggesting that the local stock market still has room for incremental capital inflow. Goldman Sachs forecasts that the overall net profit of Korean companies will grow by about 320% year-on-year by 2026, with a continued growth rate of around 35% in 2027. They maintain a target of 12,000 points for the Korea Composite Stock Price Index (KOSPI) over the next 12 months, indicating more than a 20% upside from current levels, although they expect increased market volatility moving forward.

Goldman Sachs: Korean Stocks Expected to Rally in H2, Maintaining KOSPI Target of 12,000 Points

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