韩国KOSPI指数盘初快速转跌，现跌超1.2%。

7月29日A股低于3%换手率股票占比微降至70.34%，保持在2024年10月以来波动区间中部，5月以来整体呈现震荡略偏上行的状态；高于5%换手率股票占比为21.25%，保持在4月21日以来新低附近，市场交投活跃度暂时低迷，不过仍保持在阈值上方。 -------- 注：1、当换手率低于3%的股票占比上升，尤其是接近历史高位附近（图中虚线，图为反转走势）时，意味着市场很有可能遇到一个阶段低点，容易产生反转或反弹。 2、当高换手率高于5%的股票占市场总数比例保持在阈值（图中虚线）上方，市场才会出现强的赚钱效应，使得行情具有持续性。牛市的时候，该指标会持续保持在阈值上方，市场迎来普涨行情；而熊市的时候，该指标大多时候在阈值下方，偶尔超过阈值反而要小心冲高回落的风险。

Politico reports Republicans are weighing a preemptive increase in the US debt ceiling to avoid a fiscal cliff during a possible Trump term. Republicans raised the ceiling by $5 trillion last year; White House officials have privately floated lifting the limit to $41.1 trillion within party-line spending bills many GOP members want passed before the November midterms. An independent forecaster projects the X-day—the final deadline to avoid US default—between next summer and early 2028, which would overlap the start of the presidential primary season. The proposal could limit near-term default risk for Trump if Republicans lose control of either chamber, though Democrats would still press for concessions in any bipartisan deal; total public debt is about $39.7 trillion.