英國央行貨幣政策委員曼恩：希望避免通脹影響固化到明年的薪資增長中。

Hong Kong stocks fell after a weak open; the HSI was down 1.00% at midday and the Hang Seng Tech index was down 0.76%. NEV names were active—BYD (01211.HK) +2%. Copper miners outperformed: Wanguo Gold (03939.HK) +4%, Minmetals Resources (01208.HK) +2%. Building materials/cement led on the upside—Huaxin Building Materials (06655.HK) +10%. Agriculture and pork plays strengthened—Dekang Agro (02419.HK) +7%. Ports & transport, coal, optical communications, Chinese brokerages, solar PV and telecom equipment sectors were firmer. PCB names corrected—Dazhu CNC (03200.HK) -6%, Kingboard Laminates (01888.HK) -4%. Mainland property shares continued to decline—Yuexiu Property (00123.HK) -7%. Tech, OLED, biotech, commercial space and AI application concepts were among the laggards. Company movers: Zhipu (02513.HK) rose >2% after earnings-related volatility; Xiyin-W (00625.HK) slipped ~4% on its first trading day.

亞馬遜(AMZN.O)：美國聯邦貿易委員會（FTC）的指控根本誤解了廣告商的運作方式。