Domestic News:
1. Securities transaction stamp tax increased by 97.3% year-on-year in the first half of the year.
2. Wang Yi met with US Secretary of State Marco Rubio in Manila on the 22nd.
3. The General Administration of Sport released the "15th Five-Year Plan for Building a Sports Power."
4. The General Administration of Customs: During the "15th Five-Year Plan" period, imports of advanced technology and equipment will be expanded.
5. Beijing State-owned Assets Supervision and Administration Commission: To date, it has invested nearly 10 billion yuan of its own funds in the stock market.
6. National Energy Administration: As of the end of June, the national cumulative installed power generation capacity reached 4.04 billion kilowatts, a year-on-year increase of 10.8%.
7. A spokesperson for the Ministry of Commerce answered reporters' questions regarding the European Commission's fine against AliExpress: expressing strong dissatisfaction and serious concern.
8. Wu Qing, Chairman of the China Securities Regulatory Commission, met with Graham, President and CEO of the Canada Pension Plan Investment Board. Wu Qing stated that efforts will continue to be made to improve the convenience for foreign investment in the capital market. 9. France enacts an "anti-ultra-fast fashion" law, specifically targeting platforms such as Xiyin, Temu, and AliExpress. The Ministry of Commerce stated that China will retaliate if the legitimate rights and interests of Chinese companies are infringed upon.
International News:
1. Trump: Expects a US federal government shutdown in September.
2. Sources: A weaker yen exacerbates inflation risks; the Bank of Japan remains open to accelerating interest rate hikes.
3. Google raises its 2026 capital expenditure guidance to $195 billion to $205 billion, and expects a significant increase in 2027.
4. US media: OpenAI raises its cloud service spending forecast to $700 billion by 2030, planning to invest over $30 billion in new data centers.
5. US media: The Trump administration is considering military action in Mali to combat groups linked to al-Qaeda.
6. The US House of Representatives narrowly passes the $1.15 trillion National Defense Authorization Act and a bill restricting lawmakers from buying and selling stocks.
7. Middle East Situation—
① Iranian officials say Trump's claim that Tehran demanded negotiations is "completely unfounded."
② Rubio: Willing to reach a diplomatic solution with Iran, but Iran lacks sincerity.
③ Trump: If Iran attacks ships in the Strait of Hormuz, the US will destroy its bridges or power plants.
④ Iranian military: If the US carries out its threats, Iran will cut off all oil flows in the Gulf region and attack the region's oil, gas, electricity, and economic infrastructure.
⑤ Israeli media: The US has notified Israel of its plans to escalate its attacks on Iran in the coming days.
⑥ Britain withdraws its diplomats from Iran.
⑦ Sources: Pakistan seeks $10 billion in funding from the US after mediating negotiations with Iran.
⑧ Houthi rebels in Yemen: Attacked two Saudi oil tankers in the Red Sea.
