JP Morgan raises its PT for GM to $120 from $110.

Brooks Macdonald CIO William Hobbs says UK equities are undervalued and remain a favored stock‑picking market. The firm is currently overweight UK versus US equities, having trimmed some exposure three months ago after an earlier, sizable overweight that delivered gains. Hobbs described low UK valuations as a long‑term signal rather than a tactical entry trigger. He cited the UK’s comparative advantage across knowledge‑intensive sectors as likely to benefit as AI matures.

英國6月未季調輸出PPI年率 3.5%，預期3.5%，前值由4.00%修正爲3.7%。