BOE Technology Group A-shares saw turnover exceed CNY45 billion; the stock was up over 4% after earlier falling as much as 8%.

UK diesel prices fell sharply in June, the latest sign the inflation shock tied to the Iran war is rapidly fading, the RAC said. Average diesel dropped nearly 17p to 167p per litre, the biggest single-month fall since records began in 2000. Petrol fell 8p to 151p per litre, the seventh-largest monthly decline on record. The fuel price falls are likely to offset some of the inflationary impact from a 13% household energy bill rise that took effect yesterday. Markets now expect the UK inflation peak to be well below the BoE's April projection; traders have sharply reduced rate-hike bets and no longer fully price a hike this year.

国外 1. 世界黄金协会：基准情景下，金价年内或将在4100美元附近交投。 2. 道富银行：金价在2027年初或达到每盎司5000美元。 3. 高盛：下半年股市上涨范围将扩大，科技公司盈利增长将是关键推动力。 4. 麦格理：美/日的最新干预位置可能是165的水平。 5. 道明证券：美日联合干预外汇的可能性似乎很高。 6. 美国银行：预计加拿大央行今年按兵不动，即使美联储加息。 7. 荷兰合作银行：周五干预日元的预期高涨，但可能收效甚微。 国内 1. 中金：中报业绩将逐步成为投资主线。 2. 中金：机构间REITs供给年底有望实现翻倍扩容。 3. 中信证券：本轮功率器件涨价趋势有望延续至2027年。 4. 中信建投：看好相关创新药及制药企业的医保准入与商保增量空间。 5. 中信建投：金刚石高导热材料替代空间广阔，产业链相关标的具备长期投资价值。 6. 中信证券：液冷产业进入订单与业绩兑现阶段，建议把握三条主线机会。 7. 中银证券：年内猪价或有所反弹表现。 8. 银河证券：瓦楞纸价格持续上行，龙头企业集中停机收缩供给。 9. 华泰证券：高股息板块底仓配置价值仍具吸引力。