U.S. stocks closed lower on Tuesday: the Dow Jones Industrial Average fell 0.2%, the S&P 500 dropped 0.69% and the Nasdaq Composite fell 1.33%. Semiconductor names led declines—SanDisk (SNDK.O) down 9%, Western Digital (WDC.O) down 7%, Micron Technology (MU.O) down 7% and SK Hynix (SKHY.O) down over 9%—while NVIDIA (NVDA.O) slipped 2%. The Nasdaq Golden Dragon China Index fell 1%; Alibaba (BABA.N) rose 2.8%.

Shanghai municipal government office published the "Digital Shanghai" construction 15th Five-Year Plan, targeting leapfrog development by 2030 with priorities on international connectivity, data monetization and intelligent applications. The plan aims to strengthen digital infrastructure and governance to boost economic and administrative capacity, drive deep changes in production methods and a productivity “leap,” and establish Shanghai as a regional digital benchmark. Commitments include upgrading the city’s digital base, advancing a blockchain development system, consolidating core infrastructure, accelerating digitalisation of maritime trade, and extending applications across all industry sectors. The plan also calls for expanded international data cooperation and secure, convenient cross‑border data infrastructure, diversified digital service platforms, and data‑ and AI‑led new growth drivers with deeper innovation in data use and tighter digital‑real economy integration.

新西蘭第二季度輸入PPI年率 4.1%，前值1.8%。