Three traders said on Thursday the Reserve Bank of India may have intervened in FX markets by selling dollars to support the rupee. Escalation in the Middle East pushed oil prices higher, weighing on India's currency as an energy net‑importer. USD/INR was 95.49, slightly firmer than the prior close of 95.5550. One trader said at least two state‑owned banks were observed selling dollars, likely on behalf of the RBI.

Turkey's President Erdogan said his meeting with US President Trump was very productive and that he was highly satisfied.

重要新闻 1. 国家统计局：6月CPI同比上涨1%，PPI同比上涨4.1%。 2. 新版国家基本药物目录发布。 3. 国家超算互联网核心节点正式上线运行。 个股新闻 1. 主力资金流向数据显示，中兴通讯主力资金净流入48.12亿元居首位，兆易创新、长电科技、东山精密、中芯国际获主力资金净流入居前；蓝思科技主力资金净流出11.13亿元居首位，佰维存储、北方稀土、阳光电源、江波龙主力资金净流出居前。 2. 沐曦股份：澄清“产品订单排到明年”传闻不实。 3. 电解液龙头天赐材料回应“固态电池技术突破”小作文：五年内影响有限。 4. 隆基绿能21GW ACM电池项目规模化投产。 5. 速腾聚创：上半年机器人领域激光雷达销量同比增长510.4%。 6. 北方铜业：近期网上有关公司压延铜箔产品通过了英伟达兼容性测试的消息不属实。 7. 三连板后提示风险，大恒科技股价早盘大跌，公司回应：业务与机器人厂商无直接合作。