A magnitude-5.5 earthquake struck Gaoxian county, Yibin, Sichuan at 00:12 on June 29; the epicenter is about 60 km from Wuliangye’s Yibin distillery. Wuliangye said the quake has not affected the company and production and business operations are normal. Local residents reported light shaking overnight with no significant displacement or damage.

A股白酒板塊走強，酒鬼酒漲超8%，捨得酒業漲超5%，貴州茅臺漲超2%，迎駕貢酒、水井坊等跟漲。

CSC Financial says Q3 market direction will be driven by: fundamentals — AI compute demand remains highly cyclical; company earnings and overseas results are key, and policy actions from the July Politburo meeting matter given macro pressure since April. Liquidity — external shocks have risen while domestic liquidity is neutral. Risk appetite — geopolitical events and major tech listings can produce short-term volatility; monitor compute trends in Japan, Korea and the US due to global tech linkage. Sector view — AI compute’s bull case intact but volatility has increased; advise against chasing rallies, accumulate on dips. Lithium batteries should enter seasonal strength, energy storage demand is warming, and renewables may see valuation repair. Dividend plays look poised for oversold rebounds. Focus: banks, coal, utilities, AI, optical modules, storage, chips, industrial metals, lithium battery materials (VC).