恆指期貨夜盤收跌0.27%，報25355點，低水98點。

CITIC Securities says mainland China advanced packaging is at a stage of rapidly rising CoWoS penetration. Mainland foundries have not yet mass‑produced mid‑process steps such as RDL, while OSATs have active layouts in 2.5D/3D/CoWoS. OSATs that can first break through to mass production and expand capacity are likely to establish a first‑mover advantage and capture larger industry share. However, as the sector evolves, mainland foundries remain strategically important: their front‑end technology and equipment capacity could enable them to catch up with or even surpass OSATs in advanced packaging iterations, by analogy with TSMC’s role.

Iran's annual inflation hit 66% in the 12 months to July, the Statistical Center of Iran reported via ILNA, with food prices up more than 100% since last July. Staples including eggs, rice, meat and bread have become unaffordable for many, especially workers and pensioners near the statutory minimum wage; labor activists say many workers can now only cover about eight days of living expenses per month. The government says improving livelihoods is a top priority, and the first vice president warned adversaries may try to exploit the price surge.