日本央行：預計2026年7月展望的預測期後半段，CPI增速將下降至約2%。

Ukrainian official data show Russia has used large numbers of modified training missiles (RM48U), low‑precision weapons originally for air‑defense target practice, driving July–early August launches to record levels. Of 228 ballistic and hypersonic missiles fired in that period, RM48U accounted for more than half, a deployment scale not previously reported that helps explain Moscow’s ability to expand summer strikes without rapidly depleting Iskander and other precision attack missiles. RUSI senior researcher Sidharth Kaushal said mass RM48U launches can exhaust Ukraine’s interceptor stocks and hit lower‑value targets while conserving advanced missiles—Iskander, KN‑23 and Zircon—for a possible intensified winter ballistic campaign. Ukrainian tallies also show Iskander launches fell from over 100 the prior month to 38 as RM48U strikes surged in July.

A股鈣鈦礦電池板塊震盪走高，亞瑪頓漲超8%，快可電子、拉普拉斯、鹿山新材、漣升科技、榮旗科技等個股跟漲。消息面上，市場監管總局發佈首個鈣鈦礦光伏領域國家標準，將於2027年正式實施。