A股中药板块午后短线拉升，华森制药涨停，盘龙药业、汉森制药、天目药业、太极集团、马应龙跟涨。

Trump is pushing Ukraine to produce Patriot and Tomahawk systems, signalling a shift in US aid from direct fiscal support to a technology‑licence plus supply‑chain export model. That shifts defense-sector commercial logic away from single government procurement toward recurring overseas revenue streams from system licensing, core parts supply and long‑term maintenance. The move also signals a lower probability of a quick end to the Russia‑Ukraine conflict and prepares markets for more sustained military support, which should reinforce European defence spending and related investment. Market takeaways: reprice defence equities for greater foreign and service income exposure; reassess European fiscal trajectories and potential sovereign issuance/interest‑rate implications from prolonged defence spending; consider tactical exposure to energy, resources and other defensive assets tied to extended geopolitical risk.

At the open on July 9, China's Shanghai Composite Index rose 6.67 pts (+0.17%) to 3,977.55; Shenzhen Composite Index rose 98.74 pts (+0.66%) to 15,038.47; CSI 300 Index rose 18.87 pts (+0.40%) to 4,774.40; ChiNext Index rose 46.77 pts (+1.22%) to 3,892.12; STAR 50 Index rose 31.01 pts (+1.54%) to 2,047.24.