New York Times commentary said the Fed is likely focused on the unemployment rate, which continues to show underlying labor-market stability. Even if June payroll growth slowed, layoffs have not risen materially.

Key News 1. The mandatory national standard "Safety Requirements for Intelligent Connected Vehicles - Combined Driving Assistance Systems" has been officially released. 2. National standards for photovoltaic energy consumption and efficiency have been released, solidifying the bottom line for the green development of the photovoltaic industry. 3. The Ministry of Industry and Information Technology: Efforts will be made to consolidate the steady and positive trend of the industrial economy and strengthen the security protection of national critical information infrastructure. Individual Stock News 1. Data on main force capital flows shows that N Huarun saw the largest net inflow of main force capital at 5.213 billion yuan, followed by Founder Technology, BOE Technology, Zijin Mining, and CATL; GigaDevice saw the largest net outflow of main force capital at 6.382 billion yuan, followed by New E-Sun, Dongshan Precision, JCET Group, and Montage Technology. 2. Sungrow Power responds to market concerns: The impact of financing restrictions imposed by individual EU banks on projects using Chinese inverters is limited. 3. Zhenhua Technology, after hitting the daily limit up the previous day, fell sharply today; the company responded that price increases for some products were lower than market expectations. 4. Xiamen Tungsten's subsidiary suspends production; Luoyang Molybdenum responds by suspending tailings supply. 5. Kunlun Tech: Tiangong AI business ARR surpasses $800 million. 6. Valin Steel: Recently partnered with Unitree Robotics to jointly build the first joint laboratory in the steel industry. 7. Xinlai Materials: The company will seize the opportunity of domestic transfer in the semiconductor industry chain, expecting this business segment to maintain rapid growth in the future. 8. Hangsheng Satellite: Strategically partnered with Hangzhou Kelin to tackle the on-orbit energy security challenges of high-power satellites such as computing power satellites.

According to The Information, Anthropic is in talks with Samsung about customizing an artificial intelligence chip.