China A-share property sector opened lower; Jingtou Development fell over 7%, while Rongfeng Holdings, Huafa and Shoukai shares also slipped at the open.

DeepSeek上线V4 Pro 0813：上下文扩至100万词元，最大输出38.4万词元；Artificial Analysis测得其智能指数53、输出速度83.2词元/秒。同期，Grok 4.6以61分进入当前前沿模型梯队。过去24小时，Google还发布了以Gemini为核心的Pixel 11系列，Upstage推出Solar Pro 4。

ONS data showed GDP for the three months to June rose 0.4% QoQ, down from 0.6% in Q1 and in line with economists' forecasts. Services drove the expansion; May was flat and June rose 0.3% month-on-month (economists had forecast -0.1%). Analysts say the UK largely weathered the initial months of the Iran war and consumer spending supported activity in Q2, but the Bank of England and economists expect growth to weaken as the conflict’s full effects emerge. Momentum in 1H 2026 is expected to ease into a muted H2 as a 13% July increase in the energy price cap squeezes households and policy uncertainty has risen after Burnham became the UK’s seventh prime minister in over a decade.