香港恒生指数6月30日（周二）收盘下跌145.66点，跌幅0.63%，报22881.02点； 香港恒生科技指数6月30日（周二）收盘上涨79.22点，涨幅1.8%，报4472.23点； 国企指数6月30日（周二）收盘下跌47.04点，跌幅0.62%，报7558.3点； 红筹指数6月30日（周二）收盘下跌98.12点，跌幅2.6%，报3669.42点。

Japan's government monthly economic report on Tuesday retained a "mild recovery" assessment, saying expansion still has room to continue. The May activity index, due July 7, is expected to show 72 consecutive months of growth; if June and July readings also indicate expansion, the current cycle would exceed the prior 73-month record. Consumption and trade have underpinned a strong start to the year, with demand for AI-related products a key support for exports. Household spending remains uncertain as inflation erodes purchasing power. Dai-ichi Life Research Institute chief economist Toshihiro Nagahama, an independent member of a government economic and fiscal advisory council, said generative-AI investment and resilient production activity make a near-term recession unlikely.

Germany June flash CPI YoY 2.3% (est. 2.6%, prior 2.6%).