A股半導體板塊跌幅擴大，通富微電、雅克科技觸及跌停，超純應材跌超15%，國科微、神工股份、芯朋微、芯原股份、盛美上海、長光華芯、中科藍訊、聯動科技、甬矽電子、傑華特、頎中科技、華虹宏力、盛科通信、京儀裝備、大普微、託倫斯跌超10%。

China NBS data show Guangzhou July month‑on‑month price indices at 100.1 for primary-market homes and 100.4 for resale homes, the fifth consecutive monthly rise, consolidating a stabilizing recovery. Transactions remain elevated as higher housing provident fund loan limits, targeted sell‑old‑buy‑new subsidies and SOE purchases of second‑hand housing continue to boost demand. July 1–31 primary-market contracted sales area was up 5.8% y/y; primary residential contracted area rose 9% y/y. Aug 1–15 primary-market contracted area rose 15% y/y.

Egypt's foreign minister and Oman's foreign minister discussed plans for Iran and Oman to issue a joint statement on opening the Strait of Hormuz and cited Oman's efforts; they called for continued diplomacy to ease tensions, safeguard freedom of navigation and avoid actions that could escalate regional tensions.