恒生科技指数午后走强涨逾2%，智谱(02513.HK)、联想集团(00992.HK)涨超7%领涨成分股。

Wall Street Journal reports Buffett has postponed a mid-year donation decision to the Bill & Melinda Gates Foundation and may wait until his Thanksgiving letter to decide.

BofA technical research head Paul Ciana says investors should hedge further S&P 500 gains and prepare for a three-wave pullback over the coming months. The index has gained about 17% since the March low but has shown fatigue since its June 2 peak. Ciana sees the S&P 500 falling to 6,850, roughly 7.6% below current levels. He warns drawdown risk is accumulating as the post‑U.S.-Iran ceasefire rally becomes more volatile, momentum is deteriorating, and prices look overstretched; he recommends a defensive stance from July through September.