Apple and Samsung are expected to help sustain demand for smartphone displays through 2026, cushioning the market from a broader slowdown, according to TrendForce. The research firm forecasts global smartphone panel shipments to decline 2.5% to 2.25 billion units in 2026, with BOE leading suppliers at 26.1% market share in 2Q.

HSBC analysts said Meituan's food delivery business is likely to continue improving, with 2Q losses surprising on the upside. HSBC maintains a buy rating and raises its target price to HK$110.00 from HK$104.00. Shares last traded at HK$79.05.

Goldman Sachs said Toyota Motor has the characteristics required to establish a meaningful presence in robotics. The bank projects Toyota could produce about 190,000 to 540,000 humanoid robot units in 2035, implying 3%-8% global market share.

Asian tech hardware stocks fell after Fed Chair Kevin Warsh's hawkish Jackson Hole remarks complicated the AI trade. SK Hynix fell 2.5%, Samsung Electronics dropped 1.95%, and TSMC lost 1.45%. Separately, Hana Microelectronics' earnings visibility improved as it began production on two AI data-center orders, according to ttb wealth securities' Pattadol Bunnak.