UK June core CPI YoY 2.6% vs 2.5% expected; May 2.6%.

Federal lobbying disclosures show Anthropic's 1H 2026 lobbying exceeded its 2025 full-year spend. Q2 outlays were nearly $2.0m, taking 1H total to more than $3.5m versus $3.1m in 2025. Lobbying topics include export controls, cybersecurity, AI safety standards, DoD procurement, DOE's Genesis Mission funding and AI use in healthcare. U.S. Commerce Department export controls on Anthropic last month disrupted its model services and prompted urgent negotiations with the Trump administration, filings say. Filings indicate all major AI labs are closely monitoring shifts in U.S. AI safety standards and regulatory approaches. OpenAI reported a record Q2 lobbying spend of $1.2m and cited delays to its latest model rollout; its lobbying focuses include copyright, cloud and infrastructure, cybersecurity and privacy. Google spent $3.57m in Q2, Microsoft $2.69m and Meta $5.99m; Meta remains under bipartisan congressional scrutiny over child online safety, a long-running issue that conflicts with its chatbot expansion plans.

南向资金今日大幅净买入71.67亿元。港股通（沪）方面，华虹宏力、智谱分别获净买入7.25亿港元、6.8亿港元；腾讯控股净卖出额居首，金额为10.71亿港元；港股通（深）方面，中芯国际、华虹宏力分别获净买入18.37亿港元、15.26亿港元；小米集团-W净卖出额居首，金额为0.26亿港元。