US June University of Michigan consumer sentiment index (final) 49.5; consensus 50.0; prior 48.9.

Seven‑day annualized yields for major Chinese e‑wallet money‑market products: Tencent Licaitong (demand+7‑day) ranged from 0.7080% to 1.3450%; WeChat Wallet money‑market 7‑day yield ranged from 1.0020% to 1.0120%; Alipay Yu’e Bao 7‑day yield ranged from 1.0010% to 1.0300%.

Galaxy Securities says H2 2026 investment opportunities in the machinery equipment sector center on three market themes: prioritise AI-related tech growth — e.g., optical-module test instruments, AI PCB equipment and consumables, and AI power-generation equipment; target strategic and emerging industries highlighted in China’s 15th Five-Year Plan, such as humanoid robotics and controlled nuclear fusion; and favour low-valuation, high-quality stocks with rising industry beta in cyclical subsectors, including construction/engineering machinery and machine tools.