恒生科技指数尾盘涨逾1%，蔚来-SW(09866.HK)、联想集团(00992.HK)领涨成分股，恒指现涨近1%。

Bank of Japan July meeting summary: one member said the bank must accelerate withdrawal of monetary support because the cost of delaying rate hikes is significant.

As diplomatic talks to reopen the Strait of Hormuz reached a critical stage, Iran’s supreme leader Mujtaba appointed Zolghadr as his political adviser and named Rezaei secretary of the Supreme National Security Council and the leader’s representative on that council. Rezaei led the IRGC from 1981–1997 and has served as secretary of the Expediency Council. Both men are hardliners and former IRGC commanders; it is unclear how the changes will alter Tehran’s negotiating stance. Political sources said Zolghadr’s resignation was unrelated to security and that his conditions for reopening the strait align with Mujtaba’s views and must be met for talks to proceed. Officials link Iran’s tougher posture to recent U.S. military activity in the region, U.S.-Israel cooperation and Israeli readiness to assist strikes on Iran; internal differences over the strait are described as normal but final decisions rest with Mujtaba.