A股CPO概念盘中持续走高，光模块散热方向领涨，阿莱德20cm涨停，此前中石科技、富信科技20cm涨停，金戈新材涨超17%，剑桥科技、鼎通科技、太辰光、中瓷电子、长芯博创等涨幅靠前。

Spain July CPI final YoY 3.6% (expected 3.5%; prior 3.5%).

Freddie Mac said the average U.S. 30-year fixed mortgage rate fell to 6.67% from 6.69% a week earlier, ending five consecutive weekly rises but remaining at its highest level in over a year. Data show the U.S. labor market cooling and July price gains slowing for a second month, with energy, gasoline and food down MoM and core inflation measures at five-year lows; markets cut the odds of a 25bp Fed hike in September to 38% from 48%. Stalled negotiations over the Strait of Hormuz keep upside risk to oil prices, while high rates and economic uncertainty continue to weigh on housing demand: U.S. July existing home sales fell 4.1% from June to the weakest level in nearly two years.