美国高级官员：预计今年不会重新审议《华盛顿条约》。

China Galaxy Securities says tech-manufacturing leadership rotated from May’s AI+new energy to June’s semiconductors+AI+aerospace, with sector rotation slowing and market leadership narrowing. Combining macro, style and industry signals, it assesses the current backdrop as macro under pressure but with clear structural themes; despite constrained risk appetite, capital is concentrating on manufacturing upgrades, energy security and AI, driving sustained inflows into sci‑tech innovation, semiconductors, aerospace and manufacturing — which the firm flags as the sectors with the strongest relative-return potential while growth-style remains dominant.

CENC automatic determination: at 23:03 today a magnitude-4.7 earthquake occurred near Mianzhu, Deyang, Sichuan (31.59°N, 104.00°E). Final parameters to be confirmed in the official rapid bulletin.