消息人士称，摩根大通及其他美国银行接近达成协议，提供部分融资以支持日本5500亿美元的美国投资承诺。

加拿大总理卡尼：不希望与美国达成部分贸易协议，而是希望达成涵盖所有关键领域的协议。

UBS Securities China equity strategist Meng Lei said recent sharp global volatility and a reduction in crowded tech trades have not changed his view that technology and AI will be dominant market themes in H2. He expects tech to sustain strong earnings growth on rapid global AI adoption and substantial domestic policy support, with industry-themed ETFs, tech-focused active funds, margin financing and private funds likely to see continued net inflows. For portfolio rebalancing into H2 2026, Meng highlights three additional tradable themes beyond AI: 1) AI capex spillovers—data centers, power equipment (eg gas turbines), physical AI (robots) and commercial aerospace; 2) earnings-recovery sectors—lithium batteries, chemicals, brokerages, insurers and innovative drugs, which could attract funds if AI momentum eases; 3) exporters/overseas-revenue beneficiaries—companies with rising foreign revenue shares and materially higher overseas margins.