U.S. Treasury Secretary Bessant: It is reasonable for the Federal Reserve to consider expanding its repurchase facilities with foreign and international monetary authorities. This facility is no different from foreign exchange swap lines.

On Monday morning US trade, Amazon (AMZN.O) shares rose as much as 5.3%, extending last week’s rally after Q2 results showed accelerating cloud revenue growth. The move pushed Amazon’s market value above $3 trillion, joining NVIDIA, Alphabet, Microsoft and Apple as the fifth company to reach that threshold. Last week the stock jumped more than 15%—its biggest single-day gain in over 14 years—after AWS reported its strongest revenue growth since 2021, adding roughly $400 billion to market value; the shares had fallen about 18% from the May 6 record high to a three-month low before the rebound, making Amazon the best-performing member of the Magnificent Seven year-to-date.

Key News 1. Li Qiang signed a State Council decree promulgating the revised "Regulations on the Protection of Integrated Circuit Layout Designs". 2. Two departments of the National Development and Reform Commission (NDRC): By 2030, conventional hydropower installed capacity will reach approximately 410 million kilowatts, and nuclear power installed capacity will reach approximately 110 million kilowatts. 3. Two departments, including the NDRC: Promote the implementation of wide-load, high-efficiency retrofits for existing coal-fired power units, and control the increase in coal consumption under low-load operating conditions to within 25%. 4. Ministry of Commerce: Foreign companies have filed Section 337 investigation applications against certain secondary cylindrical batteries, battery modules, and products containing such modules. Individual Stock News 1. WuXi AppTec: First-half net profit of RMB 11.1 billion, a year-on-year increase of 29%; comprehensively raised its 2026 performance guidance. 2. Wuliangye: Cumulative share buyback amount reached RMB 1.002 billion. 3. AMEC: Expected net profit for the first half of 2026 to increase by 282.48% to 310.81% year-on-year. 4. Xingyun Technology: Has over 15.4 billion RMB in long-term framework orders for computing power and storage (3-5 years). 5. Seres: July sales of new energy vehicles reached 24,229 units, a year-on-year decrease of 45.65%. 6. Gaole Shares: Signed a 3.195 billion RMB computing power service contract, expected to increase revenue by approximately 200 million RMB in 2026. 7. Chuanzhi Education: Recently launched a new subject, "AI Embodied Intelligent Robot Development," and enrollment for the first class has been completed. 8. Sunshine Shares: Plans to invest no more than 980 million RMB to build the Sunshine Intelligent Computing Center project. 9. Shida Shenghua: Plans to invest a total of 2.805 billion RMB to build three projects, including a 230,000-ton/year liquid lithium salt project and a 200,000-ton/year electrolyte project. 10. Yuandong Shares: In July, its subsidiaries won/signed contracts worth over 10 million RMB totaling 2.808 billion RMB, including a 19.695 million RMB contract for fiber optic products for AIDC.