日本第二季度短觀大型製造業前景指數 17，預期13，前值14。

Financial Times reports Apple (AAPL.O) CEO Cook held a constructive online meeting Tuesday with EU tech chief Henna Virkkunen to address disputes over Apple's new "Siri AI". An EU spokesman said parties exchanged constructive views on shared concerns and work is ongoing. Two people familiar with the talks said discussions centered on how Apple can launch the upgraded Siri in Europe while avoiding multimillion-dollar fines under key EU competition rules.

Fang Yi, chief strategy analyst at Guotai Haitong, said in a note that although Middle East geopolitical tensions remain volatile, the overall trajectory points to a reduced tail-risk scenario. With uncertainty falling and micro-level trading pressures easing, price discovery should reassert, making market-structure rallies likely to broaden; he recommends overweighting A-shares. Emerging risk boundaries and constraints suggest the downward adjustment in investor risk appetite and expectations is largely complete, returning markets to endogenous growth dynamics. Accelerating capital-market reforms imply policy intent to consolidate a steady-to-improving market backdrop. Traditional sectors are stabilizing; investment in China’s emerging industries is expected to accelerate given large market demand; China’s competitive manufacturing is globalizing, lifting multinationals and ROE, and 2026 GDP growth expectations may be revised up.