A股风电设备板块震荡走高，威力传动涨超10%，吉鑫科技涨超8%，振宏股份、大金重工、新强联等个股跟涨。2026年全国工业和信息化绿色低碳发展座谈会强调，要加快推进工业领域碳达峰行动，提升产业绿色价值创造能力、绿色装备产品供给能力等。

EUR/USD slipped below 1.14, down 0.42% intraday.

US President Trump sold holdings in major tech names in July, including Microsoft, Amazon and Meta, filings disclosed Tuesday by the US Office of Government Ethics show. Microsoft was the largest disposal — six trades totaling up to $31.0m; Amazon disposals totaled up to $26.0m; Meta up to $0.63m and Alphabet up to $0.365m. He sold about $1.0m of Nvidia in two trades and bought roughly the same amount. Disclosures show his July sell trades exceeded 700 while buys were nearly 400; amounts are reported as ranges, not exact figures.