International Perspective · August 04, 2026
① Global Memory Stocks Plunge in Cross-Market Rout: Micron -3.5%, KOSPI -5%+, GigaDevice Limit-Down (-50% from June Peak) — CXMT ETF Inclusion + Morgan Stanley 'Peak Cycle' Call Trigger Chain-Reaction Selloff [详见中文版] — (ts2.tech/First Financial/Jiupai Finance)
② Legend Holdings Flags H1 2026 Profit Surge ≥RMB 2.0B (+186% YoY) as Capital Market Recovery Turns Investment Arm Profitable [详见中文版] — (TipRanks/HKEX Filing)
③ Marvell Showcases AI Memory & Storage Portfolio for Agentic AI at FMS 2026: CXL Acceleration, PCIe 6.0 SSD Controllers, and Photonic Fabric Optical Interconnect — (BusinessWire/Marvell)