香港恆生指數7月3日（週五）開盤上漲185.82點，漲幅0.81%，報23240.85點； 香港恆生科技指數7月3日（週五）開盤上漲33.7點，漲幅0.76%，報4487.98點； 國企指數7月3日（週五）開盤上漲62.07點，漲幅0.82%，報7674.55點； 紅籌指數7月3日（週五）開盤上漲18.55點，漲幅0.5%，報3754.15點。

Analyst Adam Button cites media reports of a Meta Platforms (META.O) all‑hands in which CEO Mark Zuckerberg said AI agent development has lagged expectations over the past four months. Reports say Meta is weighing selling excess compute, prompting market speculation it may step back from the foundational-model race. Zuckerberg acknowledged the reorganization "could have been cleaner," said leadership had worried earlier that AI action was too slow, but added the reorg's best outcomes are "yet to come" and he remains committed to the long-term direction. The reports briefly pressured META.O shares before a subsequent rebound.

US President Trump said he gets along well with Iran's new leadership.