消息人士：欧佩克+很可能在周日会议上将8月石油产量配额上调18.8万桶/日。

The dollar index (DXY) slid to 95.5 at the start of the year before rising above 101 by mid-year, up nearly 3% in 1H. Major pair moves in 1H: EUR/USD -2.7%; GBP/USD -1.4%; USD/CAD +3.4%; USD/CHF +2.0%; USD/JPY +3.8% (yen at a 40‑year low); NZD/USD -1.4%; AUD/USD +3.7% (notable outperformance). Offshore yuan (CNH) gained 2.7% vs USD. USD/RUB fell 0.5%. USD/MXN dropped nearly 3%, supported by elevated Mexican domestic interest rates.

A-shares closed mixed: Shanghai Composite, which rose over 1% intraday, ended up 0.44%; Shenzhen Composite Index fell 0.53% and ChiNext Index dropped 1.89% after a weak open. Turnover exceeded 3.5 trillion yuan and more than 4,000 stocks advanced. Large financials led gains, with brokerages, insurers and internet finance rallying. Innovative drug stocks recovered from session lows; livestock and baijiu outperformed. Technology names retreated in the afternoon; CPO, optical-fiber and high-speed copper-cable concepts were among the biggest decliners. Photovoltaic equipment remained weak all day; Sungrow fell 13.9%.