韩国央行行长申铉松：韩国外汇市场不存在流动性短缺问题。

July 9 — Noan Fund says recent global volatility, concentrated in tech, reflects positioning around global capex expectations and marginal industry shifts, while fundamentals remain positive. The firm views the recent A-share correction as a market-driven structural rebalancing using short-term negative news, likely sentiment- and structure-led rather than a change in core market logic or systemic risk. Noise-driven volatility could offer medium-to-long-term entry points; the team will await mid-year earnings for validation. Positioning: maintain exposure to the cyclical growth theme; AI is the highest-conviction play. Also highlighted for upward revisions or attention are upstream advanced manufacturing (AI upstream equipment, battery storage, shipbuilding) and upstream resources such as minor metals, energy metals and chemicals.

土耳其总统埃尔多安：土耳其将在2035年前实现5%的国防支出目标。