China Securities Index Co., Ltd. (CSI) will publish four indices on July 31, 2026: the CSI Hong Kong Stock Connect Semiconductor Industry Index, the CSI Hong Kong Semiconductor Industry Index, the CSI Hong Kong Stock Connect New Energy Index and the

1. "The US military will give Iran a good beating" —After the US military intercepted an Iranian ballistic missile attack on Jordan that evening, Trump stated, "We're going to give them a good beating." He also indicated that the US was considering issuing further warnings to Iranian proxy groups. 2. Plans to Announce $22 Billion Dulles Airport Reconstruction Plan —According to sources, US President Trump will announce a $22 billion reconstruction plan for Washington's Dulles Airport at the White House, together with the CEO of United Airlines and the Secretary of Transportation. 3. Says He Will Strike Iran Hard, Seeks Authorization for Tariffs —US President Trump stated that because "Iran launched missiles at US forces in the Middle East," the US "will give Iran a heavy blow." Trump said, "Iran knows this blow is inevitable and has asked the US not to strike," but the US will "teach them a lesson." Trump also stated that he hopes to include a clause authorizing the US to impose tariffs on Iran in the sanctions bill against Russia previously pushed by the late Senator Lindsey Graham. 4. Netanyahu Discusses Three Strategies Against Iran —A senior Israeli official revealed that Israeli Prime Minister Benjamin Netanyahu held a 90-minute meeting with US President Donald Trump at the White House on the 28th, focusing on three options: continuing to push for an agreement with Iran; maintaining the naval blockade against Iran and increasing economic pressure; and resuming and expanding military strikes. Trump expressed concern about the impact of war on energy markets and the global economy, while Netanyahu believes that Iran is using the Strait of Hormuz, its last remaining bargaining chip, to force concessions from the United States. 5. Criticizes US Supreme Court Ruling —US President Trump: Does anyone know how much money and prestige our country has lost due to the US Supreme Court's negative rulings on birthright citizenship and tariffs? The answer is trillions, trillions of dollars! 6. Meets with Saudi Defense Minister—According to Axio: US officials say that US President Donald Trump met with the Saudi Defense Minister on Wednesday.

China A-share MLCC sector rose in early trade; Shuangxing Xincai hit the daily limit-up, with Yunzhong Technology, Fenghua Gaoke, Jiemei Technology and Guoci Materials rallying.