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Equity market in Hong Kong saw a rebound with the Hang Seng Index rising 2.99% and the Hang Seng Tech Index climbing 4.97%, driven by public funds increasing allocations to the market as valuations entered a repair window after six months of adjustment.

China's Economic Investment Boost: The National Development and Reform Commission announced the full issuance of the 2026 "Double Major" project list, utilizing over 800 billion yuan of ultra-long special treasury bonds to support 1,417 major infrastructure projects.
Prolonged Semiconductor Super Cycle: Jiash Fund's Wang Chongwei predicts the semiconductor super cycle will continue, expressing strong optimism for China's tech assets and AI acceleration despite recent market volatility.
Container Shipping Correction: The container shipping index (Europe line) futures have reversed from a "sprint" to a "brake," falling over 40% from its June peak as the pre-peak stocking trend ends.
Legal Support for Tech Insurance: On the 14th "National Insurance Public Awareness Day," Beijing Financial Court and the Beijing Economic and Technological Development Zone released 9 cases on tech insurance to reinforce innovation "shock absorbers."
Changxin Technology IPO Scheduled: Changxin Technology officially launched its IPO on the Science and Technology Innovation Board (STAR Market), with net and public subscription dates set for July 16, 2026.
A-Share Market Adjustment: The A-share market continued its high-level adjustment; while the Shanghai Composite Index briefly crossed 4,000, sectors like lithium batteries and robotics saw increased losses, turning the main index negative.
Vehicle Tax Policy Update (2027): The Ministry of Finance announced that starting January 1, 2027, tax exemptions for energy-saving and plug-in hybrid vehicles will be cancelled, shifting the focus of new energy development.
Benzene Futures Risk Management: One year after the listing of pure benzene futures and options on the Dalian Commodity Exchange, the industry has moved from "rough gaming" to "精细化管理" (refined management), creating a closed-loop risk management system.
HK Market Valuation Repair: Following 6 months of adjustment, the Hong Kong stock market saw a significant rebound, with the Hang Seng Index rising 2.99% and the Hang Seng Tech Index up 4.97%, driven by public fund inflows.
Strong H1 Performance Previews: Over 120 companies have released interim performance previews; electronic and chemical sectors are particularly optimistic, with companies like Floor Electronics and Inspur Information posting massive profit growth.
Domestic Computing Chain Profit Realization: Inspur Information reported a 226%–288% increase in H1 net profit, confirming the performance realization of the domestic computing chain as AI demand expands.
TDI Price Surge Boosts Profits: Rising prices of Toluene Diisocyanate (TDI) have driven strong performance for industry companies, with Cangzhou Dacaiq predicting a 330% profit increase for H1 2026.
Cloud Computing Expansion: AI computing demand is driving the cloud computing sector into a new expansion cycle, with the Wind Cloud Computing Index rising 4.05% and several tech stocks hitting limit-ups.
People's Bank of China Gold Accumulation: The PBOC purchased 480,000 ounces of gold in June, marking its 20th consecutive month of increasing gold reserves, totaling 75.44 million ounces.
Three-Tier Elderly Care Network: The Ministry of Civil Affairs issued guidelines to strengthen the construction of the urban-rural three-tier elderly care service network (county, township, village) to better meet diverse needs.
Land Supply and Inventory Linkage: The Ministry of Natural Resources confirmed that land supply will be linked to real estate inventory clearance, prioritizing major projects and民生 (public welfare) over new commercial housing development.
Shipping Industry High Prosperity: Hong Kong-listed shipping companies (e.g.,招商轮船) and port leaders (e.g., Shanghai Port) reported strong performance data, supported by the "Oil Transport Era" and "Bulk Transport New Cycle."
Andeli's Semiconductor Cross-Over Volatility: Andeli's stock price experienced a "rollercoaster" after announcing a cross-border acquisition into the semiconductor sector, rising to a record high before falling nearly 28%.
Tourism Industry Strategic Push: The Ministry of Culture and Tourism released the "15th Five-Year Plan" for a Tourism Powerhouse, aiming to solidify the tourism industry's pillar status and boost domestic demand by 2030.
AI + Human Resources Initiative: Four departments jointly issued an opinion to accelerate "AI + HR" applications, aiming to popularize HR industry large models and smart agents by 2027.

Nikkei surged to 68,000 yen, driven by U.S. tech stock gains and AI and semiconductor leaders

Government ministry review found only one abolished item, while fiscal sources for consumption tax remain constrained.
"Zen-Tokai" bankruptcy triggered government action to support small and medium enterprise funding.
Long-term interest rates reached 2.9%, marking the sixth time in eight years of high levels amid inflation fears.
Japan Chamber of Commerce emphasized improving card payment systems following the "Zen-Tokai" collapse.
Osaka Governor warned of potential chain bankruptcies due to the "Zen-Tokai" failure.
Tokyo Stock Exchange rebounded, driven by AI and semiconductor stocks.
China's June inflation rose 1.0%, continuing positive for nine months despite a shrinking growth rate.
Tokyo Stock Exchange temporarily gained 1,500 yen, recovering above 68,000 yen amid U.S. tech stock gains.
Kinki Industrial Credit Union is the largest creditor of bankrupt "Zen-Tokai" with 21.9 billion yen.
Transportation gaps remain a major issue, with 2030 elimination goals facing uncertainty and requiring cross-sector collaboration.

Over $7.2 billion have migrated from LayerZero to Chainlink CCIP as Mantle joins exodus

Over $7.2 billion has migrated from LayerZero to Chainlink CCIP as Mantle joins the corporate exodus.
Swift is rolling out a new blockchain ledger to enable 24/7 banking services for 17 global financial giants.
Latin America's largest stock exchange has begun offering options on Bitcoin, Ether, and Solana futures.
Sony has secured conditional approval to establish a U.S. stablecoin trust bank.
AscendEX collapsed due to failed financing, an empty hot wallet, and the upcoming MiCA regulatory deadline.
Riddle's $200M rail acquisition lost AngelList support as crypto payments face cuts.
Crypto markets remain resilient despite renewed Middle East tensions and recent panic.
Bitcoin's dwindling exchange reserves are no longer delivering the same bullish signal as before.
Two blockbuster AI IPOs on the horizon could potentially cause crypto to lose further investor focus.
CASHCAT turned $86 into $2 million, emerging as a potential life-changing crypto investment opportunity.

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