Iran's Foreign Ministry spokesman Baghaei said the Strait of Hormuz does not need external intervention, saying such intervention would only complicate matters.

On June 29, NVIDIA said it is recruiting robotics teams in Beijing, Shanghai and Shenzhen across four core areas: embodied intelligence, simulation, deployment and solutions architecture. The embodied intelligence team will target dexterous manipulation, wearable-sensor human modeling, whole-body mobile manipulation and whole-body control to develop next‑generation general-purpose robot systems. The simulation team will build core simulation and training infrastructure to enable efficient virtual learning and faster, more reliable sim‑to‑real transfer. The deployment team will focus on algorithm optimization and real-world rollout for humanoid robots and embodied-intelligence systems, while the solutions team will integrate NVIDIA’s technologies into industrial and service-sector applications.

Internationally: 1. Goldman Sachs: A 1% increase in the weighting of Samsung and SK Hynix could lead to approximately $2 billion in foreign capital outflows from the South Korean market. 2. Bank of America: A strong non-farm payroll report may drive expectations of interest rate hikes. 3. Bank of America: Expects a "three-wave correction" in the S&P 500. 4. HSBC: A "sudden" surge in the US dollar could be the biggest painful trade in the second half of the year. 5. Deutsche Bank: Raised its forecast for the 10-year US Treasury yield to 4.80%. 6. Amundi: Expects the Federal Reserve to hold rates steady in the coming months. 7. Amundi: Maintains a neutral view on the duration of US Treasury bonds. 8. Citadel Securities: Under Warsh's leadership, don't expect the Fed to intervene to save the market. 9. Mitsubishi UFJ: The weakening yen may stem from fundamental factors. 10. Maybank: Japan has ample "ammunition" for yen intervention. 11. ANZ: New Zealand business confidence strengthens as fuel prices fall. 12. Rabobank: The euro is unlikely to rebound unless the Eurozone growth outlook improves. 13. Morgan Stanley: Lowered its 2027 Brent crude oil price forecast to $75 in the first half and $70 in the second half. Domestic: 1. CICC: Core third-generation compound semiconductor devices are expected to continue to benefit from upgrades in data center power systems. 2. CICC: Core third-generation compound semiconductor devices such as SiC/GaN are expected to continue to benefit from upgrades in data center power systems. 3. CITIC Securities: New energy system planning is being implemented, and power supply continues to be restructured. 4. CITIC Securities: More disruptive factors in the A-share market in the third quarter; focus on changes in liquidity expectations and risk appetite. 5. CITIC Securities: Optimistic about the sequential improvement in the consumer goods sector in the second half of the year. 6. CITIC Securities: Figure 03 enters BMW factory; pay attention to the performance of humanoid robot applications. 7. CITIC Securities: With declining costs and the destocking process nearing its end, the OTC Chinese medicine sector is entering a high-quality profit recovery cycle. 8. Guotai Haitong: Market structure trends are expected to expand; we recommend overweighting A-shares.