A股股指持续走高，上证综指涨幅扩大至1%，深证成指涨2.33%，创业板指涨近3%；全市场近400只个股上涨。

Iran's Islamic Revolutionary Guard Corps said on the evening of July 13 local time that its air-defence systems shot down two US-made Lucas drones earlier over Bandar Abbas port and the city of Lar in Fars province.

HSBC economist Jin Choi says markets broadly expect the Bank of Korea to deliver a preemptive 25 bps hike this week. Despite easing localized Middle East tensions and stable oil, the won faces depreciation pressure, core inflation remains firm and Korea’s growth outlook has improved — factors Jin says justify acting now rather than waiting for oil‑driven disinflation. He warns AI‑led export strength could pass through to wages, capex and fiscal channels, boosting domestic demand and demand‑driven inflation and prompting a deeper hiking cycle. HSBC expects an additional 25 bps in Q4 after this week’s move and sees upside risk to further hikes in 2027.