美国白宫国家经济委员会主任哈塞特：（关于政府持股）英特尔(INTC.O)的情况属于极端情形。

瑞穗银行：将Robinhood(HOOD.O)目标价从115美元上调至130美元。

On July 2 the State-owned Assets Supervision and Administration Commission (SASAC) held a special meeting directing faster industrial-structure upgrading and higher state-capital efficiency. It called for tailoring measures to develop new-quality productive capacity locally and to advance the 'three concentrations' of state capital to improve allocation and operating efficiency. SASAC prioritized creating several world-class, globally competitive industry clusters, strengthening industrial resilience and security, and closing gaps in industrial foundations to build secure, resilient supply chains. It instructed central SOEs to step up technology innovation, accelerate formation of national strategic science-and-technology capabilities, expand industry-facing basic research and frontier R&D, and forge an open, collaborative innovation ecosystem linking basic research, applied development and commercialization. The commission also stressed accelerating development of science-and-technology talent, especially in basic frontier areas and industry-common technologies.