恆指日內漲超2%，石藥集團(01093.HK)、信達生物(01801.HK)、百度(09888.HK)領漲成分股。恆生科技指數持續走強現漲3.5%。

Bank of England chief economist Pill said he voted at the past two Monetary Policy Committee meetings to raise Bank Rate to 4%, citing concern that inflation remains above the Bank’s 2% target and could rise further if Middle East-related energy prices increase. He warned policymakers should not be complacent, saying inflation one percentage point above target would historically be treated as a problem and that, after a prior peak near 11%, it is risky to start viewing 3% as acceptable. Pill added that voting against the majority is difficult; his dissent was not for effect and, while he generally tends to support the committee view even when doubtful, he recorded a contrary vote.

In 1H Japan saw just 18 IPOs and $917m of proceeds, the fewest listings since 2011 and lowest fundraising since 2022, Dealogic data show (annual average ~35 listings). The Nikkei 225 is up roughly one-third YTD, but the market rally has not revived issuance. This month ride‑hailing app Go raised ¥89bn (~$550m) on listing, highlighting the scarcity of companies willing or able to go public. Bankers, advisers and lawyers say the weak pipeline is unlikely to reverse in H2, in part because Japan lacks startups positioned to capture valuation gains tied to AI, data‑center and semiconductor demand.