Domestic News
1. Wang Yi spoke with US Secretary of State Rubio by phone, and both sides agreed to continue communication in a flexible manner.
2. Several new energy vehicle companies released their June performance reports. NIO and XPeng returned to the "40,000-unit club," while Li Auto and Xiaomi maintained their 30,000-unit mark.
International News
1. Anthropic: The Fable 5 will be launched globally on the Claude platform tomorrow.
2. Tesla: The first mass-produced Cybercab self-driving electric car has begun engineering testing in Austin, Texas.
3. Central Bank Governors in Europe and the US
① Federal Reserve Chairman Warsh: Inflation expectations and inflation risks have both declined in recent weeks. The dot plot will remain in place for the short term.
② Bank of England Governor Bailey: No interest rate cuts are currently being considered. Policy has already been tightened without raising rates.
③ European Central Bank President Lagarde: The risks to inflation and economic growth in the Eurozone are now more balanced than they were a few weeks ago.
④ Bank of Canada Governor Macklem: We are at the lower end of the neutral interest rate range, roughly at a level that can contain inflation.
4. Meta Platforms is building a cloud business to sell excess AI computing power.
5. US President Trump: The stock market is rising, everyone is making profits. I'm making profits too.
6. US ADP employment increased by 98,000 in June, the lowest increase since March, below market expectations of 118,000.
7. Sources: OPEC+ is likely to raise August oil production quotas by 188,000 barrels per day at its meeting on Sunday.
8. World Gold Council: Under the baseline scenario, gold prices may trade around $4,100 this year.
9. White House National Economic Council Director Hassett: Raising interest rates would be a mistake. US economic growth is expected to be around 4% in the second half of the year.
10. Middle East Situation
① Trump received a briefing on a full-scale war against Iran, but chose to continue negotiations for the time being.
② US House Speaker Boris Johnson and other Republican leaders wrote to Trump, urging him to proceed with the planned expiration of the Jones Act waivers in mid-August.
③ US President Trump: Iran negotiations are progressing well. Iran's denuclearization is progressing well.
④ The Doha negotiators have reached a preliminary agreement to release $3 billion to Iran.
⑤ Iranian sources say Iran insists on retaining control of the Strait of Hormuz.
