A股BC电池板块盘初下挫，有研新材跌超4%，横店东磁跌超3%，聚合材料、钧达股份等跟跌。

NVIDIA CEO Jensen Huang said he has brought a lot of business to South Korea.

UBS says Hong Kong equity market has been highly active with a structural shift toward hard-tech and new-economy issuers; sci‑tech firms accounted for 63% of HK IPO volume YTD versus 16% a year earlier. UBS investment banking co-head says HK equity financing reached about $43 bln in the first five months of 2026, up from $28 bln a year earlier. UBS Research forecasts full-year Hong Kong IPO proceeds of $45–50 bln and remains confident the HSI will break 30,000 this year. Looking to H2, UBS expects China market momentum to be driven by substantive corporate profit growth and prefers two asset types: large-cap tech leaders benefitting from global AI deployment and technology self-sufficiency, and small/mid-cap firms with structural overseas-expansion capabilities.