A股稀土永磁板塊盤初上揚，中科三環漲停，大地熊、寧波韻升、英洛華、正海磁材、爭光股份跟漲。

China's National Development and Reform Commission (NDRC) will publish two outputs at the 2026 World Artificial Intelligence Conference in Shanghai (July 17-20), the agency said at a July 7 press briefing. The releases are: a third annual case collection China Smart·Benefit World, compiling Chinese AI+ projects and practices across more than 20 countries in agriculture, industry, energy and research; and an Artificial Intelligence Cooperation Development Action Plan covering eight areas—including broader access to computing capacity, open-source ecosystem sharing, AI-enabled applications and security-governance cooperation—aimed at strengthening international communication on technology innovation, industrial application and safety governance.

美股開盤，道指漲0.11%，標普500指數漲0.32%，納指漲0.78%。芯片股集體上漲，閃迪(SNDK.O)漲4%，西部數據(WDC.O)漲超5%。博通(AVGO.O)漲3.5%，公司與蘋果合作協議延長至2031年。納斯達克中國金龍指數漲0.89%。