沐曦股份-U盤中股價創歷史新高，現漲10.63%，報1006元，總市值爲3953.31億元。

Goldman Sachs maintained an overweight on A-shares in a new note, saying this year’s market has seen extreme divergence with A-shares’ hard-tech names substantially outperforming Hong Kong internet. It judges the A-shares AI complex is not broadly frothy but warns valuations in semiconductors and certain subsegments are rich and trading-concentration risk is elevated. Hong Kong internet stocks have rebounded and, Goldman says, current prices largely discount AI investment losses and pressure on core businesses; with subsidy rollbacks and faster cloud/AI monetization, earnings could inflect in Q2–Q3, supporting a gradual accumulation of high-quality Hong Kong-listed internet leaders. On flows, hedge funds remain heavily positioned in Korea and Taiwan while EM funds are beginning to overweight China.

CENTCOM said it launched a new round of precision strikes against Iran on July 12 local time, striking dozens of targets across multiple locations. It said the Strait of Hormuz is a major global shipping lane and that Iran does not control the strait.