【視頻】霍爾木茲海峽24小時狀況監控：進出海峽的油輪明顯增多，但當前流量仍然不足以扭轉停產局面。

Guotai Haitong chief strategist Fang Yi says China’s stock market remains in a buy window. He cites: US core inflation flattening and international oil around $60–70/bbl, implying a visible US inflation decline in July–August that eases constraints on rate‑cut advocates and reduces inflation/tightening debate; the unwinding of rigid financial guarantees, weak returns in traditional commercial products and the end of manual interest top‑ups, which are boosting asset‑management demand from high‑net‑worth and corporate clients; and faster private fund filings and public fund approvals since June, with rebuilding of absolute‑return positions delivering net inflows and market support. He adds that global AI investment and energy transition are strengthening growth expectations for Chinese tech, manufacturing, financials and select resource names, and expects stronger interim earnings in those sectors.

A股創新藥板塊逆勢走強，首藥控股20CM漲停，華海藥業、ST萬邦、甘李藥業等多股漲停，三元基因、新贛江、熱景生物、舒泰神逾十股漲超10%。