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U.S. stocks declined as chip stocks fell amid rising U.S.-Iran tensions, with oil prices jumping after weekend attacks and Trump imposing a 20% Hormuz transit fee.

Netflix projects a strong comeback quarter while Disney may rally 40% with a bold strategic move.
Four struggling stocks are expected to rally significantly following Q2 earnings reports according to Evercore ISI.
Tech sector volatility and chip stock declines occur amid rising U.S.-Iran tensions and flagged concentration risks.
Two stocks are poised for potential inclusion in the S&P 500 index, according to KBW.
Goldman Sachs recommends buying the dip on a Chinese EV maker, while Truist highlights biotech gains from new drug data.
Major analyst attention is focused on Nvidia, SpaceX, Tesla, Apple, and other key tech and growth firms.
Oil prices jumped after weekend U.S.-Iran attacks, though markets have largely taken the geopolitical tensions in stride.
Cathie Wood reshuffled her Q2 portfolio, buying into SpaceX, Eli Lilly, and Meta while trimming AMD and Roku.
Mortgage rates fell at their fastest pace in nearly two years, and restaurant stock IPOs are testing investor appetite.
The FAA cleared the path for the next SpaceX test following a Starship booster review, amid ongoing regulatory investigations in labor.

The most significant event for the Hong Kong market is the potential third-quarter IPO of SHEIN in Hong Kong with an estimated valuation exceeding $40 billion, which could trigger a major capital inflow and reshape the local equity landscape.

**Commercial Space Milestone**: China successfully launched the Long March 10B rocket, achieving the world's first controlled recovery of a rocket's first stage via a sea-based net-capture system, revaluing the trillion-dollar commercial space market.
**Market Performance**: The Hang Seng Index closed up 38 points at 24,213, while the Hang Seng Tech Index fell 45 points; China's A-share majors declined 2.1%–3.5%, and SK Hynix listed in the US, sparking a new global storage competition.
**Corporate Finance & M&A**: China Sinopec completed the restructuring of its subsidiary China National Aviation Oil (CAO), integrating the aviation fuel supply chain; SHEIN is rumored to launch a Hong Kong IPO in Q3 with a valuation exceeding $40 billion.
**Bank Analyst Ratings**: Major banks (Goldman Sachs, Morgan Stanley, Bank of America, Macquarie) issued mixed ratings, upgrading targets for PetroChina, Baidu, and Macao East, while downgrading auto dealers and adjusting ratings for Semir and SK Hynix.
**Economic Data Trends**: China's high-tech sector investment heat remained high in H1, with a K-shaped divergence where new energy/AI sectors surged while traditional consumption and investment indicators remained weak.
**Resource Market Shifts**: Rare earth prices (Baogang, Northern Rare Earth) dropped 0.62%, ending a seven-quarter price hike; meanwhile, aluminum and small metal companies (Luanhe Molybdenum, Shenghe Resources) reported doubling H1 earnings.
**Tourism & Consumption**: Summer cultural tourism heat intensified, with experience-based consumption (volcano, desert, grassland) rising; pork prices showed marginal recovery after a long bottoming period, rising 6.7% week-on-week.
**Industrial Tech Breakthroughs**: Domestic industrial software accelerated development, shortening aerospace equipment development cycles by 40%; fiber optic prices rose due to AI demand, triggering expansion plans for companies like Hangtian and Yongding.
**Regulatory & Safety Updates**: Global autonomous driving regulations (ADS GTR) were officially approved; the UN World Forum for Vehicle Regulations also addressed flood and typhoon insurance claims following recent weather events.
**Global Outlook**: Foreign capital (Standards, Goldman, Morgan) continues to favor Chinese assets for long-term allocation, while US and Japanese markets remain supported by strong tech earnings and stable interest rate expectations.

Despite mid-term market volatility and the East Ticker Index slipping, the most significant event in the JP market is Keihanna (Keio Corporation) surpassing Toyota to become the top market capitalization, signaling a major shift in the industry landscape.

Japan delays tax reduction decision, with "Prime Minister Takachi's ruling" gaining reality; national conference interim report may include both arguments.
Grant-based tax deduction expected to be fully implemented in Reiwa Year 11; all parties positively evaluate the final proposal.
Financial misconduct scandal: "Uri Belief Group" submits improvement plan to Financial Services Agency; third-party investigation may start in August.
Autonomous driving system "Tier Four" launches at 10,850 yen; AI and semiconductor development costs are involved.
"We will prevent recurrence": Kyobu approved group faces collapse in Hyogo Prefecture; past local debt may violate fiscal law.
Mitsubishi UFJ becomes top by market capital at 42 trillion yen; 39-year gap in finance; surpasses Toyota and others on Tokyo Stock Exchange.
Long-term interest rate rises to 2.785%; rebound from previous week's reaction; yield increases.
Aflac customer data breach affects 4.4 million people (20,000 increase); account data breach affects 10,000 people (10,000 decrease).
Tokyo Stock Exchange falls, temporarily below 13,000 yen; 68,000 yen break; selling pressure due to Middle Eastern situation concerns.
Nichirei: Unauthorized access affects frozen food shipment; personal information and customer data leakage is not confirmed.

Bolivia is considering adding Tether's USDT to its national payments system, signaling growing global adoption of stablecoins in emerging economies.
Tom Lee's BitMine now holds 5.77 million ETH tokens (4.8% of total supply), reflecting major institutional accumulation of Ethereum amid market volatility.
Robinhood Chain has emerged as a top-five decentralized exchange by volume, challenging traditional trading platforms with blockchain-based tokenized stocks.
The UK Treasury cites Ripple as a convergence model in its tokenization report, highlighting regulatory recognition of blockchain infrastructure for future financial systems.
Bitcoin panic-selling may be ending as sellers' profit margins disappear, suggesting a potential shift toward market stabilization after prolonged volatility.
Strategy paused its Bitcoin buying spree to hoard $3 billion in cash, indicating corporate caution despite previous aggressive accumulation of crypto assets.
Michael Saylor's Strategy added $467 million in cash without changing Bitcoin holdings, showing corporate liquidity management while maintaining crypto exposure.
Stablecoin market cap dropped amid memecoin rotation, reflecting shifting investor sentiment from regulated assets to speculative tokens in the July crypto market.
Wall Street transfer agents lobbied the SEC, warning that third-party tokens threaten market integrity, signaling growing regulatory scrutiny of decentralized finance.
Binance Futures surged 80% in June while spot markets hit a two-year low, indicating a shift toward leveraged trading amid declining outright crypto demand.

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