市場消息：美國法官裁定，特朗普政府無權因新的政策優先事項而廣泛取消撥款資金。

Singapore's June non-oil domestic export growth slowed, but Nomura says the moderation does not alter its positive outlook. A surge in electronics shipments—supported by strong global chip sales and widening AI-related demand—offset volatility in pharmaceutical and gold exports and sustained overall export momentum. Nomura maintains its 2026 GDP forecast at 4.6%, above market expectations, and sees upside risk. Singapore outperformed in 1H and retains multiple near-term growth drivers, notably electronics exports.

China's CSI convertible bond index closed down 0.76% at 492.88. Shuiyang, Zhengfan and Yinwei convertible bonds fell 14.04%, 11.34% and 11.32% respectively; N Huafeng and N Dingtong convertible bonds rose 57.30% and 48.15%.