美国至7月18日当周初请失业金人数录得18.7万人，为2022年9月24日当周以来新低。

At midday Hong Kong stocks were firmer: the Hang Seng Index was up 1.34% and the Hang Seng Tech Index rose 0.79%. Non‑ferrous metals led gains—Ganfeng Lithium +9%+, Tianqi Lithium (09696.HK) and Aluminum Corporation of China (Chalco, 02600.HK) each up over 7%. Power-equipment names outperformed: Dongfang Electric (01072.HK) +5%+, Harbin Electric (01133.HK) +4%, Goldwind (02208.HK) +3%. Brokerages including GF Securities (01776.HK), Guotai Haitong (02611.HK) and China Merchants Securities (06099.HK) rose >2%. Lithium-battery, domestic bank, property and logistics stocks were also strong; semiconductor names underperformed—Tianshu Zhixin (09903.HK) -8%+, Hua Hong Hongli (01347.HK) -6%+. Optical-communications, OLED and baby-products sectors lagged. Meituan (03690.HK) rebounded >5%; Zhipu (02513.HK) fell ~3%.

Alphabet首席财务官：我们预计2027年的资本支出将显著增加。