香港恆生指數7月15日（週三）收盤上漲340.37點，漲幅1.4%，報24681.1點； 香港恆生科技指數7月15日（週三）收盤上漲61.03點，漲幅1.3%，報4740.49點； 國企指數7月15日（週三）收盤上漲81.3點，漲幅1.0%，報8184.38點； 紅籌指數7月15日（週三）收盤上漲9.14點，漲幅0.23%，報3944.54點。

State Dept official said the US expects American companies to play an important role in advancing reconstruction of the Iraq–Syria oil pipeline.

Huatai Securities says focus for the earnings season is on three signals: the AI value chain, beneficiaries of price increases, and manufacturing exports. Interim earnings pre-announcement disclosure rates remain low; sectors with higher disclosure and positive surprise rates include petrochemicals, non-bank financials, nonferrous metals, chemicals and electronics. Median YoY net-profit growth in current previews is highest in agriculture, petrochemicals, military, computers and media, though rankings may change as disclosure rises. Over the past month, upward revisions were largest in coal, building materials, electronics, telecoms and chemicals; revision breadth was widest in building materials, coal, nonferrous metals, telecoms and machinery. Micro-level signals of improving cyclical momentum concentrate in the AI chain (components, semiconductors, optical communications, optoelectronics, gaming), price-rise chains (shipping, fiberglass, coal, paper, select chemicals, copper) and manufacturing export names (maritime equipment, general automation, batteries, construction machinery).