DBS Group CEO says Taiwan's technology, media and telecom sectors and its semiconductor ecosystem are viewed as drivers for equities; highlights opportunities from India's renewable-energy expansion and AI infrastructure build-out.

1. 央行今日開展5000億元買斷式逆回購操作。 2. 央行7月公開市場國債買賣淨投放500億元。 3. 財政部第三次續發行2026年超長期特別國債。 4. 財政部今天在香港發行150億元人民幣國債。 5. 財政部擬發行2026年記賬式貼現（四十七期）國債，招標面值總額200億元。 6. 黑石籌劃至少360億美元債務融資，支持Anthropic芯片交易。 7. “美聯儲傳聲筒”：貝森特政策反應函數轉向不再那麼鴿派。 8. 美聯儲施密德：需要更緊縮的貨幣政策以壓低通脹。 9. 城堡證券預計芯片需求將掀起5000億美元債務融資熱潮。 10. 貝萊德：即便美聯儲按兵不動，美國國債收益率仍將走高。 11. 債券基金轉向歐洲債券 瑞銀增持德債，Barings轉投意西法國債。

Qianyi Aerospace (Beijing) Technology Co. and Dongfang Spaceport (Shandong) Development Group signed an agreement today to jointly develop a sea‑based liquid‑rocket launch project. China’s first aerodynamic‑deceleration recoverable rocket, Xuaniao‑R, will complete final assembly and testing at Qianyi’s main assembly base in Haiyang and then be transported to Dongfang Spaceport One (HOS‑1) for its maiden flight.