Summary

• Type: monitoring-check (subtype: qualitative continuity, no fresh tape or capture) - event_id: 2026-07-28-china-structural-discount-quiet-logged - Source: cross-sector rotation-map via (China Tech still named a fading leader, similar intensity to the prior cycle); capture sweep 2026-07-26 through 2026-07-28 — no fresh KWEB/ASHR/FXI/BABA/PDD/BIDU/JD/NTES-spe