沪深两市成交额连续第10个交易日突破3万亿元，较上一日此时缩量超400亿。

Hong Kong-listed Muyuan Foodstuff (02714.HK) rose over 5% intraday after announcing a proposed HK$300-500 mln H-share buyback.

Galaxy Securities says H2 2026 investment opportunities in the machinery equipment sector center on three market themes: prioritise AI-related tech growth — e.g., optical-module test instruments, AI PCB equipment and consumables, and AI power-generation equipment; target strategic and emerging industries highlighted in China’s 15th Five-Year Plan, such as humanoid robotics and controlled nuclear fusion; and favour low-valuation, high-quality stocks with rising industry beta in cyclical subsectors, including construction/engineering machinery and machine tools.