Morgan Stanley strategists led by Michael Wilson say U.S. equity flows are rotating out of chip stocks into previously lagging hyperscalers — including Microsoft, Amazon and Meta — driven by their strong core businesses and role in AI data‑center demand. The team warns momentum is fading among some large-cap names, leaving major U.S. indices under short-term pressure while sector rotation continues in a generally weak market. Wilson adds recent underperformance could begin to soften expectations

Henan provincial government office issued new measures to boost private investment, actively promoting infrastructure REITs issuance. As infrastructure REIT issuance becomes regular, the plan encourages private capital to help unlock high-quality existing assets and supports eligible private investment projects issuing infrastructure REITs, including exploring a step-by-step listing/issuance model. The measures also push commercial real estate REITs issuance to help private firms broaden equity financing, optimize balance sheets and mobilize existing commercial property stock.

台湾加权指数7月6日（周一）开盘上涨524.97点，涨幅1.12%，报47305.59点。