A股银行股普涨，重庆银行涨4%，青农商行涨超3%，成都银行、张家港行、瑞丰银行、青岛银行、贵阳银行、兰州银行、紫金银行、苏州银行、南京银行、民生银行涨超2%。

ECB Governing Council member Nagel said the bank is monitoring energy prices closely after renewed US‑Iran fighting raised geopolitical uncertainty. He said energy price paths will be decisive for the inflation outlook and that monetary policy will remain highly vigilant. The ECB meets on July 22-23 and will enter its pre-decision blackout; markets largely expect rates to be left unchanged then, though investors price the risk of further tightening later in the year if Iran-related supply shocks push up inflation. Nagel said borrowing costs are currently at an "appropriate" level following June’s decision but officials stand ready to act decisively if necessary.

Deputy Governor Zou Lan told a State Council press briefing the PBOC’s toolkit is broad, including the required reserve ratio (RRR), reverse repos, the medium-term lending facility (MLF) and government bond operations. She said RRR adjustments primarily supply longer-term liquidity, while reverse repos and the MLF target short- to medium-term liquidity. The central bank will appropriately select and combine these tools based on liquidity management needs.