重要新聞 1. 滬港通下港股通標的名單發生調整，調入MINIMAX-W、立訊精密、三環集團。 個股新聞 1. 綠葉製藥(02186.HK)：創新藥LY03015(VMAT2抑制劑╱Sigma-1R激動劑)在美國成功完成橋接臨牀試驗。 2. 交個朋友控股(01450.HK)：預計2026年上半年錄得淨利潤約人民幣8600萬元至9300萬元，2025年上半年淨利潤約爲人民幣5640萬元，同比增加約52.6%至65.0%。 3. 福萊特玻璃(06865.HK)：公司與義和投資簽署股權轉讓協議。根據該協議，本公司同意收購且義和投資同意出售上海福來瑞誠60%股權，交易總價款爲人民幣60039859.73元。 4. 中國聖牧(01432.HK)：截至2026年6月30日止六個月期間預期仍錄得溢利介乎人民幣1500萬元至人民幣2500萬元之間；本公司擁有人應占溢利預期不低於人民幣6千萬元，整體實現扭虧爲盈。 5. 石藥集團(01093.HK)：收到阿斯利康就根據該協議條款行使其中一個PCC項目的授權選擇權而支付的1000萬美元里程碑付款，標誌該協議項下的相關研發工作正按計劃穩步推進。 6. 旭輝控股

ExxonMobil reported Q2 net income $14.5 bln, adjusted earnings $14.7 bln — its highest single-quarter profit in four years. Chevron posted Q2 net income $12.0 bln, its strongest quarterly profit in six years and above analyst estimates. Shell reported Q2 net income $10.8 bln, more than doubling YoY and beating expectations. BP posted Q2 net income $3.91 bln, up 141% YoY and above forecasts. TotalEnergies reported Q2 net income $5.4 bln, up 67% YoY and its best quarter in three years. ARAMCO posted Q2 net income up 44% YoY to $32.69 bln.

ADP reported US seasonally adjusted private nonfarm payrolls rose 44,000 in July, below June’s revised 95,000 and the 75,000 consensus. All net gains were in services (+47,000); goods employment fell 3,000. Education and health added 36,000 jobs; financial activities +10,000; professional and business services +9,000; other services +6,000. ADP chief economist Nela Richardson said: "Job seekers are highly responsive to real-time economic conditions; rapid pay growth indicates supply constraints in parts of the labor market. At the same time, typical hiring patterns are shifting as employers respond to changing macro conditions."