墨西哥證券交易所：交易暫停的情況已恢復。此次交易暫停並非由於影響交易引擎運營商MONET的技術問題。

Australia’s prudential regulator APRA opened consultation on June 29 proposing cuts to banks’ credit risk capital settings to free capital and support lending while keeping the banking system “unquestionably strong”. Key measures: lower standard risk weights for large domestic public infrastructure loans; reduced risk weights for certain high‑quality unrated corporate exposures that meet specified conditions; and adjustments to acquisition, development and construction (ADC) loan rules to allow more residential development projects to qualify for the lower 100% risk weight. APRA aims to finalise the package in H2 2026 with implementation from April 1, 2027.

China International Capital Co said the AI rally is showing signs of diffusion and market repricing is shifting toward upstream picks‑and‑shovels suppliers. A‑shares have delivered a pronounced structural rally YTD: ChiNext and STAR 50 are up 30.9% and 51.2%, with AI as the core theme. Since Q2 AI-sector volatility has increased; previously leading semiconductors, optical modules and PCBs face historically high trade crowding, and recent flows are moving into less crowded upstream materials and infrastructure — notably minor metals, electronic fabrics and optical fiber. CICC judges that with the AI trend intact, the market is more likely to display style diffusion than a systemic style rotation, making select upstream sub-sectors the current focus.