Domestic News: 1. The Dark Side of the Moon officially released the Kimi K3 model weights and technical report. 2. Market analysts: Changes to market data access methods are routine operations and do not target quantitative trading. 3. Spokesperso

2026-07-28

Domestic News: 1. The Dark Side of the Moon officially released the Kimi K3 model weights and technical report. 2. Market analysts: Changes to market data access methods are routine operations and do not target quantitative trading. 3. Spokesperson for the Ministry of Commerce answered reporters' questions regarding the US's final measures in the Section 301 investigation on "forced labor." 4. National Bureau of Statistics: Profits of industrial enterprises above designated size nationwide increased by 18.7% in the first half of 2026. 5. China Central Depository & Clearing Co., Ltd.: Plans to reduce some of its main business fees and fully waive the registration service fee for Panda bond issuance. 6. Orient Securities: Plans to acquire 100% equity of Shanghai Securities through a combination of share issuance and cash payment, with a transaction price of 25.12 billion yuan. 7. Spokesperson for the Ministry of Commerce answered reporters' questions regarding the US's announcement of plans to investigate and impose sanctions on Chinese artificial intelligence companies. International News: 1. It is reported that the Swiss National Bank plans to maintain zero interest rates until the end of 2027. 2. Jensen Huang will travel to Capitol Hill to discuss AI leadership and open source issues. 3. Altman will meet with Trump administration officials this week to "preview" the capabilities of a new AI model. 4. Nvidia invests in Ilya Sutskever's new AI lab to expand its computing power footprint. 5. Trump: I believe Warsh will do the right thing and know what Warsh wants. The US should have the lowest interest rates in the world. 6. Overnight Market—US AI hardware stocks plummeted, with Nvidia down 5%, Apple's market capitalization approaching $5 trillion, regaining its position as the world's most valuable company, and international crude oil prices once falling by 9%. 7. Middle East Situation— ① Trump: I have enough patience to reach a new agreement with Iran. Negotiations are underway, but the window of opportunity is limited. If negotiations break down, military action will resume. The suspension of strikes against Iran is due to the mediators' request for another chance to negotiate, believing Iran is willing to reach an agreement. ② Iran says its talks with Oman on the Strait of Hormuz are unrelated to the US. Iran says it has not requested the resumption of negotiations with the US. ③ Houthi rebels claim to have attacked Saudi oil transport infrastructure. ④ Saudi Arabia claims to have intercepted and destroyed a drone launched from Iraqi territory. ⑤ US media: Netanyahu intends to prove to Trump that Iran is still advancing its "Gazelle" nuclear program.