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Tokyo Market Summary: SHIFT extends gains for third straight day on support for insider threat solution implementation; Nippon Steel rises for 11th consecutive session as funds flow into value stocks amid AI and semiconductor stock corrections; SAKURA Inter - Moomoo

日股价值股上涨，AI半导体股回调，市场分化。

长鑫科技最大国有投资人发声 - 新浪财经

长鑫科技最大国有投资人发声，或有利好。

AI sell-off deepens as chip stocks slump in market retreat - business live - The Guardian

芯片股大跌，AI板块抛售加剧，市场利空。

港股存储概念跌幅扩大 南方两倍做多海力士跌超30% 较高位回撤逾80% - 新浪财经

港股存储概念股大跌，杠杆ETF跌幅超30%。

GSK invests £400m to move research centre to Cambridge as Burnham praises ‘vote of confidence’ in UK - business live - The Guardian

<a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxOc3RJOXFsTjk2Qlc2ZmZKZ09JNGxSdDk3UktQTnFPUHVFZWdWZHRneVZ4cDNmeXpwdkdVZ0ZzUThPSzNWcm9kYjZOc1ZVR3NvODhaenB6Uk1sSnNKeXRHMTVhX2pMbWl1dE5sZnl1bkhzelVmT3FGellNUHMxY29RMTVqSVlLNzVQV21ab25BZ2dYblkyaUs3cm4yWnBLdEl5QVJZaWotZEYyNHVCMm9XVi0yUHhyY2liV2cyeHg1WE1wb1VuaTFj?oc=5" target="_blank">GSK invests £400m to move research centre to Cambridge as Burnham praises ‘vote of confidence’ in UK - business live</a>&nbsp;&nbsp;<font color="#6f6f6f">The G

年内港股IPO数量达100家 募资总额同比增长111.26% - chinanews.com.cn

<a href="https://news.google.com/rss/articles/CBMiakFVX3lxTE5LdUdXQmxOZHlXUUoyUmp1a2JVbXJ3dWhodFR0ZHRnU2dBdGVKMHk0V3BwclZqSzgzbDd1a1ZEd3hseVNWSzFEeTRMZnBCRGxWeTBpYldWb2pXbGNRX3NlVVlpUEpqMS1mTnc?oc=5" target="_blank">年内港股IPO数量达100家 募资总额同比增长111.26%</a>&nbsp;&nbsp;<font color="#6f6f6f">chinanews.com.cn</font>

Where the US Stock Market May Be Heading Next and What to Buy Now - Morningstar

美股市未来走向分析及投资建议，中性

CNBC Daily Open: Chipping away at the AI boom - CNBC

AI热潮或因芯片问题降温。

Where the US Stock Market May Be Heading Next - Morningstar

分析美股未来走向，无明确方向。

港股异动丨老铺黄金暴跌超23%，业绩逊预期 - 新浪财经

<a href="https://news.google.com/rss/articles/CBMieEFVX3lxTFB3WGc0RG9nYkdiaG1NLWg3QjRFX05FOWJrbzFla2NkLXZuVmszWG1WYmt3QjJZS2dtZGlDRmdxZXo2VkdpNmZicWR6NmJzS0lTdDBjTDZjZWEwWS1kS3VJcTk1VmNfMDd6clgxUFU2amxlMnZLeEFUYw?oc=5" target="_blank">港股异动丨老铺黄金暴跌超23%，业绩逊预期</a>&nbsp;&nbsp;<font color="#6f6f6f">新浪财经</font>

港股异动丨老铺黄金暴跌超23%，业绩逊预期 - finance.sina.com.cn

<a href="https://news.google.com/rss/articles/CBMieEFVX3lxTFB3WGc0RG9nYkdiaG1NLWg3QjRFX05FOWJrbzFla2NkLXZuVmszWG1WYmt3QjJZS2dtZGlDRmdxZXo2VkdpNmZicWR6NmJzS0lTdDBjTDZjZWEwWS1kS3VJcTk1VmNfMDd6clgxUFU2amxlMnZLeEFUYw?oc=5" target="_blank">港股异动丨老铺黄金暴跌超23%，业绩逊预期</a>&nbsp;&nbsp;<font color="#6f6f6f">finance.sina.com.cn</font>

Binance co-founder CZ backs crypto license passporting across ASEAN

CZ支持加密许可证在东盟通行，利好加密行业。

四大证券报头版头条内容精华摘要_2026年7月28日_财经新闻 - 新浪财经

证券报头版精华摘要，内容综合。

四大证券报头版头条内容精华摘要_2026年7月28日_财经新闻 - finance.sina.com.cn

四大证券报头版头条精华摘要。

Stock Market Today: Asia Stocks Slide, Weighed Down by Chip Makers — Live Updates - WSJ

亚洲股市受芯片股拖累下跌

Chip stocks slide in US and Asia as AI jitters rattle investors - BBC

<a href="https://news.google.com/rss/articles/CBMiWkFVX3lxTE5mWDhPSWcybGJSbVczRWlnNHRFNW9QbFExbVNtVFVPcEd2eU5WT3FsNWk2WE12N2JWR1JRMVBtbWtHSVNMWWNlN0xYdlpSRDhSX2M0VjA0RlIydw?oc=5" target="_blank">Chip stocks slide in US and Asia as AI jitters rattle investors</a>&nbsp;&nbsp;<font color="#6f6f6f">BBC</font>

韩国股市大跌9%，淡定！A股换筹期 - 财富号

<a href="https://news.google.com/rss/articles/CBMia0FVX3lxTFAzM2o4Y2VPSGs1UFpUTm13TS1TZDdZVktta0kwTER4UERFNldZNjFjTWxNWG1QLUhuQUg3QUtVM0Rha0VZbEhJamd3R3RqRDFxSDl1M241UVhWbkt6RmpQWjFOQVBIcVN5T0dJ?oc=5" target="_blank">韩国股市大跌9%，淡定！A股换筹期</a>&nbsp;&nbsp;<font color="#6f6f6f">财富号</font>

7.28八百万操作|决定了！A股今天大龙新动作！ - 新浪财经

A股个人投资者发布操作建议，市场情绪中性。

港股午评：恒指跌，恒科涨，半导体板块暴跌，兆易创新跌近16% - 凤凰网财经

港股午评恒指跌，半导体板块暴跌，兆易创新跌近16%。

从工行、茅台到长鑫：市值榜每次易主，都是时代投出的票 - 新浪财经

市值榜易主反映时代变迁，对资产价格影响中性。