A股培育鑽石板塊持續衝高，黃河旋風漲停，惠豐鑽石漲超11%，奔朗新材、四方達、力量鑽石、國機精工跟漲。

At the morning close, China government bond futures: 2-year (TS) main contract unchanged; 5-year (TF) main contract down 0.01 pct; 10-year (T) main contract unchanged; 30-year (TL) main contract down 0.12 pct.

Aug 4 — Jiangsu provincial government held a '6+6' industry meeting on high-quality development of integrated circuits. The province instructed province–city–county coordination and fiscal–financial collaboration to increase support for R&D in base materials, core devices, frontier processes and advanced architectures to accelerate industry scale and cluster effects. It called for an integrated innovation ecosystem linking universities, research institutes and firms into industry alliances and high‑level platforms, and for a full‑chain talent policy (attract, train, deploy, retain) to import senior and leading talent and establish an IC talent hub. The meeting also directed tiered, targeted support to expand leading enterprises and segmental benchmark firms to lift overall industry capability.