China's A-share semiconductor sector weakened; GigaDevice hit the daily limit down, Xi'an Yicai-U and Puran fell over 10%, and Yuanjie Technology, Hengyunchang, Changguang Huaxin and Beijing Junzheng also slid.

Naver plans a 200 MW AI facility to deploy advanced AI infrastructure, including NVIDIA’s Vera Rubin and Blackwell platforms.

US Dollar: 1. Goldman Sachs: The Fed is expected to hold rates steady this week; how it interprets this decision is key. Euro: 1. An ECB survey shows that Eurozone consumers have lowered their 12-month inflation expectations to 3.0% from 3.5%. 2. ECB Governing Council member Sleipön: The ECB may raise rates in September, even without a second-round effect, as long as the overall inflation outlook warrants it. 3. ECB Governing Council member Kochl: The ECB's focus is shifting to gas, food prices, and wages. 4. ECB Governing Council member Simkus: He still believes a rate hike is more likely than keeping rates unchanged. 5. ECB Chief Economist Lane: September will be the next key juncture for interest rate policy. Pound Sterling: 1. Economists: Despite soaring oil prices, the Bank of England is expected to keep interest rates unchanged this week. Japanese Yen: 1. According to Kyodo News: Japanese Prime Minister Sanae Takaichi will consider a cabinet reshuffle. 2. Japanese Prime Minister Sanae Takaichi: Specific monetary policy measures will be decided by the Bank of Japan. 3. According to Nikkei: Sources indicate that a majority of Bank of Japan board members are expected to vote to maintain the current interest rate. South Korean Won: 1. South Korea uncovered 7.2 trillion won worth of illegal foreign exchange transactions in the first half of the year. 2. Leveraging SK Hynix's record-breaking IPO, South Korea is accelerating efforts to bring back US dollars from exporters. Other: 1. Swiss National Bank: The Swiss National Bank does not participate in manipulating the Swiss franc. 2. Central Bank of Russia lowered its benchmark interest rate to 14%. 3. Reserve Bank of India Governor: June's dollar attraction measures have brought in nearly $32 billion in funds. 4. Reuters survey: 68 out of 72 economists expect the Reserve Bank of India to maintain its repurchase rate at 5.25% on August 5. 5. Indonesian Cabinet Secretary: Leadership changes at the Indonesian central bank will not affect monetary policy or national economic stability. 6. Thai government official: The Thai cabinet decided to extend the VAT rate to 7% for another year.