韩国7月货币供应M2月率 0.3%，前值0.70%。

China's Ministry of Industry and Information Technology and National Development and Reform Commission issued a development plan for the electronic information manufacturing sector through 2030. The plan targets high-quality growth and a decisive global role, with revenue of enterprises above designated size to surpass 30 tln yuan by 2030. It aims for breakthroughs in integrated circuits, advanced computing, consumer electronics, basic electronics and power electronics, producing a number of leading technologies and products. Policy targets include raising industry R&D intensity to 3.5%, markedly expanding computing-power supply capacity, and significantly increasing adoption of next‑generation smart terminals.

U.S. Treasury yields were mostly lower as investors awaited a likely Federal Reserve rate increase on Wednesday; only the ultra-long Treasury ticked higher. TD Securities says it expects the FOMC to raise policy rates 25bps in September, marking the start of a tightening cycle, and forecasts cumulative hikes of 75bps through Q1 2027, with further increases penciled in for October and January. 2‑year Treasury yield down 3.3bps at 4.610%; 10‑year down 1bp at 4.964%; 30‑year up 0.8bp at 5.362%.