Shenzhen Centaline Research Center reported June residential transactions at 8,878 units, down 11.9% MoM but up 14.2% YoY, the highest June volume since 2021. New-home net-signings (presale + current-sale) totaled 3,785 units (-16.7% MoM, +15.6% YoY); resales recorded 5,093 transfers (-8.0% MoM, +13.1% YoY).

伊朗議會議長卡利巴夫：伊朗的導彈能力以及與地區“抵抗組織”的關係不在任何談判範圍內，屬於不可談判事項。

In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global supply-chain realignment. Gao wrote that the deepest market shift over the past six months is not index moves but “intelligence being mass-produced by machines.” He described AI as a new industrial revolution in which energy, broad semiconductor systems, large AI models, data centers and the application layer form a new “intelligent production system.” Gao said valuation frameworks for platform companies based on users, traffic, ad revenue and margins need reassessment; investors should instead prioritise compute efficiency, model capability, data closed loops, AI monetization and CAPEX returns.