Hong Kong stocks opened higher, with the Hang Seng Index up 0.76% and the Tech Index up 1.25%. Lenovo Group (00992.HK) rose about 9%, and Baidu (09888.HK) rose about 3%; Zhipu (02513.HK) fell about 9%, and MINIMAX-W (00100.HK) fell more than 5%.

ECB President Christine Lagarde said she will not run for the French presidency.

Domestic News 1. A new version of the National Essential Medicines List has been released, including 794 drugs. 2. The "15th Five-Year Plan for the Development of Human Resources and Social Security" states that during the 15th Five-Year Plan period, the number of newly employed people in urban areas will remain at a considerable scale. 3. The National Bureau of Statistics reports that in June 2026, the national consumer price index (CPI) rose by 1.0% year-on-year, and the national producer price index (PPI) rose by 4.1% year-on-year. 4. The China Association of Automobile Manufacturers (CAAM) reports that from January to June this year, my country's production and sales of new energy vehicles reached 7.438 million and 7.446 million units respectively, representing year-on-year increases of 6.7% and 7.3%. 5. The State Council issued the "15th Five-Year Plan for Carbon Peaking Action Plan": By 2030, the proportion of non-fossil energy consumption will reach 25%, and the proportion of new energy vehicle ownership will strive to reach 30%. 6. The State Flood Control and Drought Relief Headquarters has upgraded the flood and typhoon emergency response in Zhejiang and Fujian provinces from Level IV to Level III. International News 1. Micron plans to increase its US investment to over $250 billion by 2035. 2. Meta launches its first paid AI developer model, aiming to offer a cost-effective advantage. 3. US regulators have suspended the rapid listing of CME Group's all-weather oil contracts. 4. SK Hynix reportedly set its ADR offering price at $149, a 3.1% premium over its South Korean stock closing price. 5. The US is considering allowing self-driving cars without steering wheels on public roads. 6. Middle East Situation— ① The US military completed a new round of strikes against Iran, hitting approximately 170 military targets over two consecutive days. ② Iran stated it would expand its response if the US attacks again. ③ US officials revealed that the current escalation could last for one or two days, a week, or a month, depending on whether merchant ships continue to be attacked. ④ Iran launched a super-heavy missile targeting US military bases in the Gulf region. ⑤ Sources: Pakistan is still mediating, and the window for US-Iran negotiations may reopen. ⑥ Israeli media: Sources say Iran currently has no intention of dragging Israel into the conflict. ⑦ Israeli Defense Minister: Our military is on high alert and ready to resume fighting.