据阿拉伯天空新闻：埃及情报局局长会见了巴勒斯坦副总统兼巴勒斯坦民族委员会主席，双方讨论了西岸局势和即将举行的巴勒斯坦选举。

Galaxy Securities expects short-term equity indices to remain choppy as offshore volatility and onshore positioning disruptions drive repeated swings, with sector-level rebalancing ongoing. External shocks are seen as episodic; domestic policy signals and core industry trends are intact. For the back half of Q3 the firm forecasts a recovery driven by structural rotation and advises focusing on policy-led themes and sectors where demand and earnings are being validated. Near-term market catalysts: U.S. macro — Q2 GDP second estimate, July core PCE and a Fed chair speech at Jackson Hole; tech earnings — NVIDIA’s report as a barometer for global AI capex expectations; A-share mid-year results nearing completion, with China industrial enterprise profits due next week providing a macro gauge of earnings repair and a window for stock-specific alpha; industry calendar — 2026 Wenchang International Aerospace Forum for aerospace-sector signals.

CITIC Securities says the recent tech equity correction reflects forward pricing risks in AI-related names, not solely high US long-term yields. Three key narrative variables determine valuation: whether commercialization speed and market scope meet expectations; whether compute advantage yields share and pricing power; and whether current compute gaps will widen future AI model divergence. The current consensus concern centers on commercialization speed and scope; the largest latent risk is whether "anti-distillation" will re-widen model gaps. On macro, the US Treasury’s announced long-note buybacks have limited impact; near-term dollar weakness and weaker rate-hike expectations support narrowing of K-shaped divergences in global markets. However, drivers of sustained US long-end yield rises remain intact and further volatility is possible. Given external shocks and the A-share market’s short-term funding structure, market complexity is increasing; investors should manage expectations and avoid broad, conviction-heavy narratives in this volatile phase.