A-share land weapons and equipment sector rallied; Jieqiang Equipment led gains, rising over 6%, while Beifang Changlong, Inner Mongolia First Machinery, Guoke Military Industry, Tianqin Equipment and Optoelectronics Co. also advanced.

Data centers have been repeatedly targeted in the US‑Iran war, but Gulf sovereign funds and state firms are pressing ahead with large-scale AI infrastructure. An Abu Dhabi state-owned enterprise is advancing an AI park expected to add about 5 GW of compute capacity and said it implemented worker-protection measures during periods of intense fighting. PIF-backed Humain is seeking $2.5bn of initial capital from domestic and global investors to build Saudi data centers and plans more than 6 GW of compute; the company says projects remain on schedule despite the ongoing war.

NHSA Deputy Director Li Tao said on Aug 4 at a State Council Information Office briefing that the agency will continue annual adjustments to the basic medical insurance drug list and aim to add more eligible innovative drugs for cancer, chronic, rare and pediatric diseases to reimbursement. He said the NHSA will also push to unify reimbursement lists for medical service items and medical consumables nationwide to further narrow regional policy differences.