南向资金今日净卖出32.22亿元。港股通（沪）方面，中国海洋石油、阿里巴巴-W分别获净卖出14.37亿港元、7.46亿港元；建滔集团净买入额居首，金额为14.88亿港元；港股通（深）方面，阿里巴巴-W、腾讯控股分别获净卖出13.39亿港元、10.45亿港元；建滔积层板净买入额居首，金额为26.92亿港元。

A U.S. official said the meeting in Switzerland this weekend will be critical for gauging progress in talks with Iran.

UBS: Insufficient clarity on Woshe’s policy stance and reaction function; either a hawkish or dovish tilt could create market pricing risk. ANZ: Woshe appears intent on reforms; the press conference may outline reform ideas, with fuller detail likely at the Jackson Hole opening speech in August. BofA: Expects a dovish tone — Woshe may argue the Iran conflict only causes a one-off effect on price levels and should be ‘ignored’ by the Fed, especially after reports of potential resolutions. Capital Economics: Markets risk a more hawkish-than-expected delivery, whether from communication error or because his current stance is less dovish than when courting Trump’s nomination. Yale: Warns that overreliance on soft arguments like an ‘AI disinflation’ thesis while sidelining hard data risks repeating a ‘transitory inflation’ mistake. Nordea: Expects a neutral-to-slightly-hawkish posture to build credibility; any communication shift would be signaling rather than immediate policy action. BNY Mellon: Woshe has criticized forward guidance and may use the press conference — or limit future appearances — to signal changes to Fed communication under his tenure. MFS: Given his views on tech-driven productivity, dovish comments are possible but unlikely, since they would undermine a hawkish image.