据央视：李强主持召开国务院常务会议，会议讨论并原则通过《中华人民共和国税收征收管理法（修订草案）》。

Wang Zonghao, head of China equity strategy at UBS, told a media briefing on Tuesday that investors can resume buying technology stocks and that, given funding conditions, he prefers A-shares to Hong Kong-listed equities. He said the three factors that drove the earlier tech pullback—shifts in the AI narrative, concentrated positioning and deleveraging—have all eased. UBS expects H2 investors to rotate into more non-AI sectors, broadening market leadership versus H1. The firm prefers A-shares partly because domestic liquidity is relatively more ample than Hong Kong, where IPOs and placings remain heavy, and it favors hardware names (which have higher weight in A-shares). UBS also recommends a dumbbell allocation including banks, selective non-AI-linked materials and export/offshore-themed stocks; it is cautious on consumption and sees incremental policy likely to target investment. UBS remains constructive on US tech and sets an S&P 500 year-end target of 8,100.

Israel's Channel 13 cites an Israeli assessment that an escalation of tensions between Iran and the US is unlikely to develop into direct military confrontation.