Pakistan says US and Iran technical talks will resume next week, Saudi broadcaster Al Arabiya reports.

Southbound flows net bought 15.751 bln yuan today. Via Shanghai Stock Connect, Tracker Fund of Hong Kong and Kingboard Laminates were net bought HKD 6.175 bln and HKD 1.558 bln respectively; Hua Hong Hongli was the largest net sell at HKD 1.597 bln. Via Shenzhen Stock Connect, Kingboard Group and SMIC were net bought HKD 1.299 bln and HKD 918 mln; Alibaba (HK) led net sells at HKD 578 mln.

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, embodied‑robotics commercialization timing, and world models. The consensus: industry participants remain broadly optimistic and view AI as still in an early development phase with large market and commercialization potential. Veterans who experienced the 2000 dot‑com bubble warned cycles are inevitable; although the sector is on an upswing, capital markets should closely monitor valuation/earnings alignment and the cadence of supply‑side release — near‑term liquidity or earnings‑expectation shocks could trigger significant market moves.