A UN spokesperson stated that the ships have passed through the Strait of Hormuz under the UN shipping agency's evacuation plan.

OpenAI and Broadcom unveiled a jointly developed custom inference on Wednesday chip codenamed "Jalapeño", marking OpenAI's formal entry into AI chip development. Broadcom will manufacture the Intelligence Processor, which both parties call the platform’s first “AI accelerator”; a physical sample was delivered Wednesday and initial deployment is targeted by end‑2026 with scale‑up planned over subsequent years. OpenAI president Greg Brockman said designing more of the technology stack will let the company deliver intelligent services more efficiently and broaden access to advanced AI.

Internationally: 1. Goldman Sachs: The AI capital expenditure boom has exceeded expectations in both the strength and duration of its impact on the South Korean chip cycle. 2. Dallas Fed: The US economy is far more resilient to oil price shocks than it was in the 1980s. 3. ING: Easing price pressures in the Eurozone will boost the ECB's confidence. 4. Westpac: The Middle East shock may trigger a "second wave" of inflation; still expects the RBA to raise interest rates in August. Domestically: 1. Huatai Securities: High overseas costs provide support; a pessimistic outlook for long-term aluminum prices is not advisable. 2. CITIC Securities: Computing power and power-related industrial chains have medium- to long-term investment value. 3. CITIC Securities: Performance recovery is expected to drive a rebound in insurance sector stock prices; consider seizing the investment opportunity. 4. CITIC Securities: Silicon Valley industry remains optimistic about AI progress, believing that AI is still in its early stages of development in the long term. 5. CITIC Securities: The securities sector is currently in a window of opportunity where "high earnings growth, low valuations, and accelerating industry trends" converge. 6. CITIC Securities: China's science and technology policies are further entering a closed-loop industrial development phase. 7. CITIC Securities: The securities sector is currently in a window of opportunity where "high earnings growth, low valuations, and accelerating industry trends" converge. 8. CITIC Securities: The valuations of leading express delivery companies are currently very attractive; it is recommended to consider investing in them when the opportunity arises. 9. Galaxy Securities: The fundamentals of the securities industry remain stable and positive in the second half of the year, with new growth drivers continuing to emerge.