Japan's top foreign-exchange official Mimura said Japan is keeping close contact with U.S. authorities.

On July 30 (Thursday) European opens: Germany's DAX opened down 76.26 points (-0.30%) at 25,372.50; the UK's FTSE 100 opened down 35.41 points (-0.32%) at 10,873.00; France's CAC 40 opened up 17.62 points (+0.21%) at 8,425.89; STOXX Europe 50 opened up 0.81 points (+0.01%) at 6,249.65; Spain's IBEX 35 opened up 16.98 points (+0.09%) at 19,407.28; Italy's FTSE MIB opened down 192.11 points (-0.37%) at 51,251.00.

费城半导体指数涨幅扩大至9%，明显跑赢纳指2.6%，说明这不是普通科技股普涨，美光、AMD、英特尔涨幅都超过14%，共同特点是：前期杀估值时跌得更深，反弹时弹性也更大。 此前市场担忧AI资本开支回报、芯片估值过高和韩国半导体抛售扩散，导致AI硬件链出现明显去风险。如今费城半导体指数大幅反弹，说明资金重新回到弹性最高、前期跌幅较大的板块，但这还不能直接证明AI叙事已经全面修复。