【期貨熱點追蹤】由於毛棕櫚油儲罐已達到滿負荷運轉，馬來西亞霹靂州壓榨廠不堪重負，棕櫚油產量激增打破厄爾尼諾擔憂！點擊閱讀。

On July 9 the National Health Commission and two other agencies published the 2026 National Essential Medicines List, effective Sept. 1. Semaglutide is included but restricted to diabetes treatment and does not cover weight‑loss indications. Novo Nordisk is currently the sole supplier in China; more than 10 domestic firms have filed marketing authorization applications for generic versions. Novo says the compound patent expired in China earlier this year but regulatory data exclusivity runs until Q2 next year, after which generics could legally enter the market.

HK-listed chip and compute-capacity stocks rallied: 03986.HK up >20%, 06809.HK up 17.5%, 06166.HK up 12.8%, 00981.HK up >12%.