HKEX filing shows Citigroup cut its short position in CATL (03750.HK) H-shares to 3.40% from 4.91% on June 26.

美銀全球研究將歐洲電信板塊評級從“中性”上調至“增持”。

Japan finance minister Katayama declined to comment on specific FX levels and said the government is prepared to take appropriate measures against currency volatility, remains in close contact with US authorities, and views monetary policy as the Bank of Japan’s remit while expecting close BOJ-government communication. A government spokesman echoed no comment on FX levels, reiterated authorities stand ready to act in FX markets, said monetary policy is under the BOJ and rates are market-determined, and said markets are being watched with high urgency. The BOJ’s relative silence this week is linked to market expectations of a end‑July rate hike. Market participants say Tokyo’s tactics may have shifted toward “raid‑style” intervention: Katayama’s recent language is more restrained than April’s bold warnings, and the Ministry of Finance could opt for surprise USD selling/JPY buying in low‑liquidity windows (for example around the US July 4 holiday).