CUSTOMS said China imported 1.737 mln tonnes of refined oil products in June, up from 1.304 mln tonnes in May.

Nomura cut Tencent Holdings (00700.HK) Non‑IFRS net profit forecasts for fiscal 2026 and 2027 by 2% and 1%, respectively, citing increased AI investment that may compress margins. The broker maintained a Buy rating and an unchanged target price of HK$727. Nomura flagged recent AI progress — including the early‑July launch of Hunyuan 3.0 and desktop AI assistant WorkBuddy becoming one of mainland China’s most used PC AI agents — but said similar product launches from Alibaba and ByteDance, plus low switching costs and weak willingness to pay, mean near‑term competition should remain intense.

有报道称，英国首相继任者安迪·伯纳姆将审查一项计划，该计划旨在帮助首次购房者负担得起房产，受此影响，英国住宅开发商指数上涨2.3%，住宅开发商Persimmon上涨3.3%，在英国富时100指数中涨幅居前。Investec分析师Aynsley Lammin表示，重新引入该计划具有充分的逻辑，它可能对行业大有帮助，并有望缓解房屋可负担性方面的限制。