創業板指跌2%，深證成指跌1.2%，滬指跌0.55%，MicroLED概念、光纖概念、PCB概念板塊跌幅居前，全市場超3300只個股下跌。

U.S. Naval Forces Central Command said on social media that the U.S. Navy suspended active search at 1500 local time on July 5 for a sailor assigned to Sea Combat Helicopter Squadron 5 who was embarked on the USS George H. W. Bush. The sailor went missing after an MH-60S Seahawk made an emergency water landing in the Arabian Sea on July 1. U.S. Navy and Air Force units conducted a large-scale joint search-and-rescue within CENTCOM’s area of responsibility for more than 102 hours, covering over 14,000 square miles, before ending active search efforts.

Guotai Haitong chief strategist Fang Yi says China’s stock market remains in a buy window. He cites: US core inflation flattening and international oil around $60–70/bbl, implying a visible US inflation decline in July–August that eases constraints on rate‑cut advocates and reduces inflation/tightening debate; the unwinding of rigid financial guarantees, weak returns in traditional commercial products and the end of manual interest top‑ups, which are boosting asset‑management demand from high‑net‑worth and corporate clients; and faster private fund filings and public fund approvals since June, with rebuilding of absolute‑return positions delivering net inflows and market support. He adds that global AI investment and energy transition are strengthening growth expectations for Chinese tech, manufacturing, financials and select resource names, and expects stronger interim earnings in those sectors.