China's State Council approved the People's Bank of China and the South African Reserve Bank have renewed a five‑year bilateral local‑currency swap line of CNY30bln/ZAR74bln, intended to deepen monetary‑financial cooperation, facilitate bilateral trade and investment, and support financial market stability.

Hong Kong stocks rallied midday as the Hang Seng Index rose 1.64%; intraday range was 22,947–23,291 after opening at 23,011, with turnover HKD107.1bn. Overnight US indexes slipped while the China Golden Dragon index was slightly higher. Top sector performers were mainland education, ports & logistics, dairy and internet healthcare; household appliances, restaurants and alcoholic beverages also gained. Underperformance came from brain‑computer interface plays, heavy machinery and PCB names, while consumer electronics, semiconductors and newly listed AI stocks lagged. Notable moves: Mengniu Dairy (02319.HK) +7%, New Oriental (09901.HK) +6.5%, JD Health (06618.HK) and Shenzhou International (02313.HK) >+5%; Evergrande Property (06666.HK), on its first day back, fell over 13%, Zhipu (02513.HK) down ~5% and Lenovo Group (00992.HK) down >4%.

美國第三季度最終銷售年化季率初值 1.7%，預期2%，前值2.8%。