港股收盘，恒指收跌0.63%，科指收涨1.80%，光通信板块表现强势，海光芯正(01191.HK)收涨16.24%，长飞光纤光缆(06869.HK)收涨6.68%。

JP Morgan strategist Ito Yukie said if Japan's Ministry of Finance uses the same 'implicit intervention' method deployed in 2024, the trigger for intervention is likely higher now; the limited effect of the last intervention may make the ministry more reluctant to enter the market quickly. Tuesday's moves suggested stop-losses and option barriers around 162–162.50 were hit. State Street Global Advisors senior fixed-income strategist Masika said the break of 162 strengthens the view that yen weakness is momentum-driven and that 163–165 is now the next technical and psychological target, where positioning and policy risk will sharpen. Ahead of US nonfarm payrolls, the threshold for immediate intervention appears slightly higher as authorities may prefer to see whether dollar strength is fundamentals-driven. CFTC data show leveraged funds increased yen short positions to 115,033 contracts in the week to June 23, near the highest since November 2017.

Israel Defense Forces and Shin Bet said in a joint statement on the 29th they recently killed Ismail Masri, the head of military defenses for the Palestinian Islamic Resistance Movement (Hamas) Rafah Brigade.