Reserve Bank of Australia minutes said the committee noted the housing market has underperformed expectations due to rate hikes and tax changes.

A-shares opened mixed; by midday the ChiNext Index rose 3.06%, the Shenzhen Component gained 2.47% and the Shanghai Composite was up 0.20%. Turnover across Shanghai and Shenzhen exceeded 2.1 trillion yuan; more than 2,500 stocks advanced. Glass-substrate names led gains, with panel maker BOE A briefly hitting the daily limit and reaching its highest level since Feb 2008. Semiconductors outperformed: Cambricon hit a record high and surpassed a 1 trillion yuan market cap, becoming the first STAR Market stock to do so and is up over 75% YTD. Crude palm oil and lab-grown diamond stocks rallied; innovative drug names retraced after yesterday’s strength, while baijiu and livestock sectors underperformed.

港股AI應用板塊持續走強，智譜(02513.HK)漲超10%，知行科技(01274.HK)漲超5%，地平線機器人(09660.HK)、文遠知行-W(00800.HK)等跟漲。