At the close in Hong Kong the Hang Seng Index rose 0.54% and the Hang Seng Tech Index gained 0.78%. Market turnover was HKD 259.7 bln. Sector winners included PCB names, biopharma, gold and semiconductors; online education and optical communications underperformed. Notable moves: Nasen Technology (first trading day) +64%; 02513.HK +14%; 02126.HK +13%; 02476.HK +11%; 01888.HK +10%. Laggards: 02589.HK -5%, 00020.HK -4%, 09660.HK -3%.

US outlet MS NOW reports Oman and Iran have agreed a temporary framework to reopen the Strait of Hormuz without transit fees. Under the proposed corridor, commercial vessels would enter the Persian Gulf via Iran-controlled routes and exit via Oman-controlled routes. Iranian officials say the arrangement is fee-free and will be presented as a temporary measure that could pave the way for a Washington‑Tehran ceasefire announcement and revival of nuclear talks; the IMO and the US are expected to join a formal announcement. Gulf Cooperation Council members have reportedly endorsed the plan. Timing has not been disclosed. US support will depend on final details; a US official said Washington only backs a temporary reopening that is unimpeded and fee‑free.

中航易商仓储物流REIT：将自2026年8月7日上海证券交易所开市起停牌1小时，并于当日上午10:30起复牌。