澳大利亞S&P/ASX200指數7月6日（週一）開盤下跌9.80點，跌幅0.11%，報8834.60點。

Huatai Securities says near-term focus should be on Hong Kong names that are deeply oversold, carry heavy short interest and show marginal stabilization or improvement in earnings expectations—notably innovative drugmakers and electric utilities—and on high-dividend defensive banks. Innovative-drug fundamentals are still improving; global style rebalancing has triggered catch-up moves and short-covering may continue. Prioritise CXO names with positive guidance and leading drugmakers with strong BD potential. For the AI hardware chain, further near-term increases offer limited risk/reward; the next critical window is the US July earnings season, so adjust exposure according to unrealized gains. AI software is more a source of stock-specific alpha tied to model leadership. On a medium-term view, maintain a balanced allocation between sectors showing accelerating demand and undervalued reversal candidates.

Morgan Stanley analysts say the robotaxi industry is moving from limited pilots into early commercialisation and may evolve into a distributed mobility network rather than centralized deployments. They project a global fleet of roughly 2.5 million vehicles by 2035 and see about a $1 trillion market opportunity by 2040. Unit economics are expected to reach break-even around 2028, with mass commercial operations by 2030. Advances in AI, falling hardware costs and clearer regulation are accelerating deployments; some operators already run 24/7 driverless services in select cities. The bank says investor focus is shifting from technical feasibility to identifying operators most likely to scale efficiently and profitably.