Senior Hamas official Naim said after intense negotiations Hamas has agreed to the latest ceasefire roadmap. He said "the ball is now on Israel's side" and that Israel must fulfil its commitments under the deal. Mediators and guarantors must oversee and compel Israeli compliance to prevent violations. The next phase will not begin until first-stage preconditions are fully implemented.

After four straight gains Hong Kong opened slightly lower and the Hang Seng Index briefly dipped below its 250-day moving average, falling as much as 235 points to an intraday low of 25,622 after opening down 21 at 25,837, before recovering to close up 0.1%; July gain now >13%. The Hang Seng Tech Index closed up 0.53%, nearly +8% in July. Market turnover was HKD 328.17 bln. Storage names, AI recent listings and PCB stocks led a sharp rebound; brain‑computer interface, electronic components and commercial aerospace also rallied. Alcoholic beverages, consumer electronics and mainland-traded shares corrected; autos, paper and dairy weakened intraday. Leveraged 2x long products tracking SK hynix (07709.HK) and Samsung Electronics (07747.HK) jumped about 67.5% and 48% respectively; Zhipu (02513.HK) +14.5%, MiniMax (00100.HK) +13%, Laopu Gold (06181.HK) +10%; Xiaomi (01810.HK) -7%, Budweiser APAC (01876.HK) -6.5%.

Roblox(RBLX.N)盘前下跌14.7%，因公司预计第三季度预订量将出现超出预期的显著下降。