英国首相斯塔默：我们将国防开支提高至GDP的2.7%，以此迈向在下届议会任期内达到3%的轨道。

JP Morgan strategist Ito Yukie said if Japan's Ministry of Finance uses the same 'implicit intervention' method deployed in 2024, the trigger for intervention is likely higher now; the limited effect of the last intervention may make the ministry more reluctant to enter the market quickly. Tuesday's moves suggested stop-losses and option barriers around 162–162.50 were hit. State Street Global Advisors senior fixed-income strategist Masika said the break of 162 strengthens the view that yen weakness is momentum-driven and that 163–165 is now the next technical and psychological target, where positioning and policy risk will sharpen. Ahead of US nonfarm payrolls, the threshold for immediate intervention appears slightly higher as authorities may prefer to see whether dollar strength is fundamentals-driven. CFTC data show leveraged funds increased yen short positions to 115,033 contracts in the week to June 23, near the highest since November 2017.

港股机器人概念午后走强，埃斯顿(02715.HK)、优必选(09880.HK)涨超10%，兆威机电(02692.HK)涨超8%，三花智控(02050.HK)、禾赛-W(02525.HK)等跟涨。