歐洲央行會議紀要：迄今沒有證據表明能源衝擊導致工資增長上升。

Amazon (AMZN.O): Warner Bros. Discovery (WBD.O) will launch unified media-planning on Amazon Web Services (AWS) in Q3 and roll out order-management functionality in Q4.

Goldman Sachs analyst Louis Mille, in a report titled Investment Strategy: Long China AI Value Chain, says China’s AI industry has entered the firm's radar driven by large-scale state support, a surge in global demand and an unprecedented convergence of structural capital rotation. Goldman highlights three market takeaways: China AI companies’ market caps are materially misaligned with the addressable market, implying significant upside to valuations; the China AI value chain possesses unique, market-underestimated competitive advantages; and the China AI sector is outperforming other Chinese assets and drawing structural capital allocation.