EUR/USD
1.14238
0.031%
Gold
4052.47
-0.006%
Oil
79.136
-0.019%
USD/JPY
162.177
-0.052%
GBP/USD
1.33956
0.039%
GBP/JPY
217.251
-0.015%
Real-time News
Artificial Intelligence: 1. The US will establish a working group to coordinate on artificial intelligence and cybersecurity. 2. OpenAI responds to Apples lawsuit: No evidence has been found to support the allegations. 3. Masayoshi Son: Nuclear fusion will become the main energy source for AI data centers in 15 years. The AI boom will require $5 trillion in investment annually. 4. Alibaba Cloud: Lowers the price of GLM-5.2 Fast mode. 5. New York State will suspend the construction of new data centers consuming 50 megawatts or more for one year. 6. The head of Googles DeepMind called for the establishment of a global AI regulatory body led by the US. 7. According to the Financial Times: DeepSeek is considering a new round of financing, which would bring the companys valuation to approximately $71 billion. 8. Nvidia and Mitsubishi Heavy Industries plan to cooperate in the field of AI data center cooling and power. 9. OpenAI plans to launch an AI smart speaker as its first hardware product, positioned as an AI companion assistant. Integrated Circuits (Chips): 1. South Korea plans to relax laws to help SK Hynix attract foreign investment to build wafer fabs. 2. The South Korean government plans to issue Nvidia GPUs to several companies participating in government AI projects. 3. UMCs Singapore wafer fab delivers its first batch of mass-produced silicon photonics wafers. 4. Report: SK Hynix accelerates mass production of HBM4 for Nvidia. 5. Samsung Electronics: Currently not considering the possibility of issuing American Depositary Receipts. 6. European Commission: Approves €659 million in German state aid for the construction of four new semiconductor factories. 7. Yangtze Memory Technologies Co., Ltd.s sale of a controlling stake in Wuhan Xinxin Semiconductor Manufacturing Co., Ltd. was unconditionally approved. Other: 1. Lucid denied bankruptcy rumors, but its stock price still fell 16%. 2. The "Guidelines for Reusable Launch Vehicle Research Projects (Third Batch)" has been officially released. July 15 - A Reuters Tankan survey showed that Japanese manufacturing confidence remained relatively optimistic in July (the Tankan Manufacturing Business Sentiment Index remained at 13), supported by robust semiconductor demand. However, non-manufacturing confidence (the Tankan Non-Manufacturing Business Sentiment Index fell from 32 to 25) declined due to the Middle East conflict, a weaker yen, and rising interest rates pushing up costs. Manufacturing companies reported a recovery in the semiconductor market (including memory-related demand), with orders for chip applications and AI server-related products also expanding rapidly. Orders for electronic components also generally increased. An executive at a precision machinery manufacturer stated, "Order volume and value are at unprecedented levels, and we are worried about not being able to keep up with production capacity." A services executive said, "Although signs of a resolution to the Middle East conflict are beginning to emerge, the situation has not yet recovered." Looking ahead, manufacturers expect confidence to remain stable, with the business sentiment index expected to rise slightly to 14 in October, while the non-manufacturing index is expected to remain at 25, as companies assess the impact of geopolitical risks and supply chain challenges.1. All three major U.S. stock indexes closed higher. The Dow Jones Industrial Average rose 0.02% to 52,508.27 points, the S&P 500 rose 0.38% to 7,543.59 points, and the Nasdaq Composite rose 0.9% to 26,107.01 points. Goldman Sachs rose more than 9%, and Nvidia rose more than 4%, leading the Dow Jones. The Wind U.S. Tech Giants Index rose 0.97%, with Google rising nearly 2% and Facebook rising 0.66%. SpaceX fell more than 2%, and IBMs stock price fell more than 25% after issuing an earnings warning. The Nasdaq China Golden Dragon Index fell 0.11%, with WeRide rising more than 6% and Kingsoft Cloud falling more than 6%. 2. The U.S. crude oil futures contract closed up 2.16% at $79.83 per barrel; the Brent crude oil futures contract rose 2.21% to $85.14 per barrel. 3. International precious metal futures generally closed higher, with COMEX gold futures rising 1.31% to $4,058.30 per ounce and COMEX silver futures rising 1.84% to $59.04 per ounce.According to data from Statistics Korea, the seasonally adjusted unemployment rate was 2.7% in June (up from 2.8% in May). The number of employed people increased by 63,000 year-on-year in June (up from a decrease of 40,000 year-on-year in May).Japans Reuters Tankan non-manufacturing business sentiment index for July was 25, down from 32 in the previous month.
