美聯儲主席沃什：我希望美聯儲的資產負債表規模縮小，這已不是什麼祕密。

Federal Reserve Chair Kevin Warsh reiterated he will not provide forward guidance on upcoming interest-rate policy, calling the move a major shift. He said the Fed will "open a new path" and expects a full "internal debate" at the policy meeting in four weeks. Last month Warsh said policymakers agreed forward guidance is not suitable for the current policy environment. In June he established five special working groups — one to study communications — with the others focused on the balance sheet, use of data, productivity and employment, and the Fed's inflation framework.

Hang Seng opened strong—up nearly 200 points and topping a >2% intraday gain—before trimming advances; at midday HSI +1.19% at 23,154.41, Hang Seng Tech Index +0.62% at 4,499.91. Market turnover HK$213.387 billion. Autos and gold stocks led gains; AI-application names pared earlier strength and innovative-drug names were active. Semiconductors and optical-communications hardware slumped on overseas headlines. Notable movers: BYD Company (01211.HK) +8.76%, China Gold International Resources (02099.HK) +14.37%, Jiangsu Hengrui Medicine (01276.HK) +3.11%, Zhipu (02513.HK) -14.78%, GigaDevice Semiconductor (03986.HK) -14.39%, SMIC (00981.HK) -8.89%.