2026-07-29

1. 财政部、国家税务总局：调整部分能源资源行业企业城镇土地使用税政策。 2. 央行：二季度末，人民币房地产贷款余额50.74万亿元，同比下降4.9%。 3. 深圳金融监管局：累计审批白名单项目443个，放款4365.24亿元。 4. 上海中心城区全面推进收购二手房用作保租房，三个试点区已收购551套。 5. 北京出台街区控规改革实施意见 推动城市更新从“好房子”向“好街区”跃升。 6. 招商蛇口6.57亿元竞得成都1宗宅地。 7. 中海46.8亿元竞得北京朝阳酒仙桥宅地 楼面价达8.11万元/平。 8. 利嘉阁：料香港下半年楼价升幅放缓，第三季租金再升逾3.4%。 9. 绿城中国16.86亿元竞得广州荔湾宅地，溢价率40.97%。 10. 美联：香港私人住宅租金连升8个月，料第三季升势持续。

1. 财政部、国家税务总局：调整部分能源资源行业企业城镇土地使用税政策。 2. 央行：二季度末，人民币房地产贷款余额50.74万亿元，同比下降4.9%。 3. 深圳金融监管局：累计审批白名单项目443个，放款4365.24亿元。 4. 上海中心城区全面推进收购二手房用作保租房，三个试点区已收购551套。 5. 北京出台街区控规改革实施意见 推动城市更新从“好房子”向“好街区”跃升。 6. 招商蛇口6.57亿元竞得成都1宗宅地。 7. 中海46.8亿元竞得北京朝阳酒仙桥宅地 楼面价达8.11万元/平。 8. 利嘉阁：料香港下半年楼价升幅放缓，第三季租金再升逾3.4%。 9. 绿城中国16.86亿元竞得广州荔湾宅地，溢价率40.97%。 10. 美联：香港私人住宅租金连升8个月，料第三季升势持续。

2026-07-29

Xianyu reported AI service orders in 1H reached 9.816 million, up 157% YoY, with nearly 5.0 million buyers (+98% YoY). Fastest-growing segments were AI programming and website-building (orders +1,732% YoY), followed by AI comic/drama products (+1,425%) and AI PPT/office tools (+264%); AI programming tools saw rapid uptake. Sellers skew young—over 60% aged 18–35—and 62.4% are female. Average monthly seller sales were 897 yuan; most participate as a side business. By location, fourth-tier city sel

Xianyu reported AI service orders in 1H reached 9.816 million, up 157% YoY, with nearly 5.0 million buyers (+98% YoY). Fastest-growing segments were AI programming and website-building (orders +1,732% YoY), followed by AI comic/drama products (+1,425%) and AI PPT/office tools (+264%); AI programming tools saw rapid uptake. Sellers skew young—over 60% aged 18–35—and 62.4% are female. Average monthly seller sales were 897 yuan; most participate as a side business. By location, fourth-tier city sellers accounted for 32.2% and second-tier 28.6%, together exceeding 60%.

2026-07-29

European equities opened broadly higher as stronger earnings and a rotation into defensive sectors lifted the Stoxx Europe 600, despite an ongoing semiconductor-led selloff. FTSE 100 rose about 0.5% as an oil rally buoyed Shell and BP. CAC 40 gained 0.5%; Kering jumped 11% after reporting results, strengthening the luxury sector. DAX added 0.3%; Deutsche Bank climbed 5.3% after announcing a new share buyback and was a key driver for the index. AEX edged up 0.05%; semiconductor equipment firm ASM

European equities opened broadly higher as stronger earnings and a rotation into defensive sectors lifted the Stoxx Europe 600, despite an ongoing semiconductor-led selloff. FTSE 100 rose about 0.5% as an oil rally buoyed Shell and BP. CAC 40 gained 0.5%; Kering jumped 11% after reporting results, strengthening the luxury sector. DAX added 0.3%; Deutsche Bank climbed 5.3% after announcing a new share buyback and was a key driver for the index. AEX edged up 0.05%; semiconductor equipment firm ASM International fell over 6% while chemical distributor IMCD rose 9%, partly offsetting tech weakness. IBEX 35 declined 0.65%.

2026-07-29

Tickmill Group economist Patrick Munnelly says Asian equities are undergoing fund rotation out of tech. SK Hynix shares fell 9.6% despite strong results, dragging the KOSPI down 6.0%. Taiwan and Japan, both with larger semiconductor exposure, fell 3.8% and 1.5% respectively. Leadership has shifted toward consumer discretionary, financials and energy; chipmakers have gone from market darlings to volatility transmitters over the past month. The AI narrative remains, but market tolerance for disapp

Tickmill Group economist Patrick Munnelly says Asian equities are undergoing fund rotation out of tech. SK Hynix shares fell 9.6% despite strong results, dragging the KOSPI down 6.0%. Taiwan and Japan, both with larger semiconductor exposure, fell 3.8% and 1.5% respectively. Leadership has shifted toward consumer discretionary, financials and energy; chipmakers have gone from market darlings to volatility transmitters over the past month. The AI narrative remains, but market tolerance for disappointing news has collapsed.

2026-07-29

Ebury analyst Matthew Ryan says markets expect the Bank of England to hold rates on Thursday, but the vote split will determine sterling’s reaction. A 7-2 split (two voters for a hike), coupled with rhetoric that downplays energy-driven inflation spikes, would likely cool tightening expectations and weigh on the pound. Conversely, a 6-3 split, accompanied by projections implying inflation may peak nearer 4% rather than 3%, would support sterling and lift front-end yields.

Ebury analyst Matthew Ryan says markets expect the Bank of England to hold rates on Thursday, but the vote split will determine sterling’s reaction. A 7-2 split (two voters for a hike), coupled with rhetoric that downplays energy-driven inflation spikes, would likely cool tightening expectations and weigh on the pound. Conversely, a 6-3 split, accompanied by projections implying inflation may peak nearer 4% rather than 3%, would support sterling and lift front-end yields.

2026-07-29

Broad-based ETFs extended heavy trading, with aggregate turnover rising to CNY109.7bn and 23 ETFs trading above CNY1.0bn each. Huaxia’s STAR 50 ETF and E Fund’s ChiNext ETF were most active, each trading over CNY12.4bn. Several CSI 1000 ETFs warmed up: Southern’s CSI 1000 ETF traded more than CNY8.0bn, up 52% vs the prior session, while comparable products from Huaxia, GF and E Fund saw turnover rise over 50% vs the previous trading day.

Broad-based ETFs extended heavy trading, with aggregate turnover rising to CNY109.7bn and 23 ETFs trading above CNY1.0bn each. Huaxia’s STAR 50 ETF and E Fund’s ChiNext ETF were most active, each trading over CNY12.4bn. Several CSI 1000 ETFs warmed up: Southern’s CSI 1000 ETF traded more than CNY8.0bn, up 52% vs the prior session, while comparable products from Huaxia, GF and E Fund saw turnover rise over 50% vs the previous trading day.