澳大利亚6月季调后ANZ总招聘广告年率 0.5%，前值2%。

汇丰：将强生(JNJ.N)目标价从280美元上调至290美元。

Guotai Haitong chief strategist Fang Yi says China’s stock market remains in a buy window. He cites: US core inflation flattening and international oil around $60–70/bbl, implying a visible US inflation decline in July–August that eases constraints on rate‑cut advocates and reduces inflation/tightening debate; the unwinding of rigid financial guarantees, weak returns in traditional commercial products and the end of manual interest top‑ups, which are boosting asset‑management demand from high‑net‑worth and corporate clients; and faster private fund filings and public fund approvals since June, with rebuilding of absolute‑return positions delivering net inflows and market support. He adds that global AI investment and energy transition are strengthening growth expectations for Chinese tech, manufacturing, financials and select resource names, and expects stronger interim earnings in those sectors.