A股上证指数涨超1%，深证成指涨3.75%，创业板指涨超6%，科创50指数涨超7.4%，CPO概念板块等集体反弹。

At a July 30 1H 2026 briefing, the CHINA STATE PLANNER stressed ensuring delivery of annual targets and urged accelerating construction of a modern industrial system, using regionally tailored, category-specific measures to scale emerging and future industries. It called for deeper implementation of the "East Data West Computing" project — coordinating spatial layout and orderly construction of computing facilities — faster deployment of AI benchmark applications to accelerate adoption in manufacturing, agriculture and energy, and accelerated progress on AI legislation. The agency also pushed higher-quality, more efficient services and directed key industries to raise quality while cutting costs and carbon.

BANK OF JAPAN Governor UEDA said current bottlenecks to capital expenditure stem mainly from labor shortages and rising material costs, not higher interest rates.