MOFCOM and six other ministries' general offices have issued a notice launching a special rectification campaign to crack down on illegal collection and dismantling of scrapped motor vehicles in China.

国外 1. 高盛：AI资本开支热潮对韩国芯片周期拉动力度、持续时长均超预期。 2. 达拉斯联储：美国经济对油价冲击的抵抗力远强于80年代。 3. 荷兰国际集团：欧元区价格压力缓解将提振欧洲央行信心。 4. 西太平洋银行：中东冲击或引发通胀“第二轮效应”，仍预计澳洲联储8月加息。 国内 1. 华泰证券：海外高成本支撑，远期铝价不宜悲观。 2. 中信证券：算力、电力相关产业链具备中长期配置价值。 3. 中信建投：业绩修复有望带动保险板块股价回暖，建议把握配置机会。 4. 中信证券：硅谷产业界对于AI进展仍偏向乐观，认为长期来看AI仍处于发展初期。 5. 中信建投：证券板块当前处于“业绩高增、估值低位、产业趋势加速”三者共振的窗口期。 6. 中信建投：中国科技政策进一步进入产业闭环攻关阶段。 7. 中信建投：证券板块当前处于“业绩高增、估值低位、产业趋势加速”三者共振的窗口期。 8. 中信证券：目前快递龙头估值极具吸引力，建议择机布局。 9. 银河证券：下半年证券业基本面稳健向好趋势不改，增长新动能持续孕育。

SoftBank CEO Masayoshi Son told shareholders on Wednesday he will work until 70 to pursue AI ambitions, abandoning an earlier plan to hand over the reins at 60 after saying he had become "greedy", and seeking another 10–15 years to chase artificial superintelligence (ASI). He rejected claims that AI is a bubble as "desecration", saying current skepticism echoes early doubts about the internet and that AI's potential is only beginning to be realized.