日本外务省：日本首相高市早苗会见了科威特外交大臣贾拉赫·贾比尔·艾哈迈德·萨巴赫，并对其访日行程表示欢迎，并表示日本愿积极为海湾合作委员会（GCC）成员国提升经济和能源韧性作出贡献。

DBS Group economists Taimur Baig and Radhika Rao expect the Bank of Korea to raise the policy rate 25bp to 3.00% at the August meeting and say there is scope to lift their 2026 GDP forecast from 2.6% to about 3.5% and 2027 CPI inflation forecast from 2.3% to near 3.0%. Stronger-than-expected 1H growth, persistent core inflation and rising house prices support further tightening. They caution, however, that a hawkish hold at August’s meeting cannot be ruled out amid tighter financial conditions after a sharp won appreciation and greater KOSPI volatility; in that scenario the BOK may keep rates unchanged while signalling a possible further hike in October.

A股电力概念异动拉升，新中港涨停，中南文化、荣晟环保、飞马国际、北方国际、深圳能源、迪森股份等跟涨。