Siemens Energy CEO said the company is considering deploying AI in gas-turbine manufacturing workshops.

Domestic News: 1. The People's Bank of China (PBOC) announced that it will conduct 500 billion yuan of outright reverse repurchase operations on August 5th, with a term of 3 months. 2. The mandatory national standard "Safety Requirements for Automated Driving Systems of Intelligent Connected Vehicles" was officially released. 3. The State Administration for Market Regulation held a meeting to promote the in-depth implementation of the fair competition review system. The meeting emphasized conducting key spot checks on regions with a high number of complaints from enterprises regarding improper interference in market competition and unfair competition issues. 4. The State Post Bureau has initiated an investigation into Shentong Express Co., Ltd. 5. The PBOC released its liquidity injection data for July 2026. In terms of open market operations, net injections through 7-day reverse repurchase agreements totaled 249.5 billion yuan, and net injections through open market treasury bond trading totaled 50 billion yuan. 6. my country successfully launched 23 low-orbit satellite internet satellites into orbit using a Long March 8A carrier rocket from the Hainan Commercial Space Launch Site. International News: 1. Data from the Bank of Japan suggests that Japan may not have intervened in the foreign exchange market on Monday. 2. Sources: Saudi Arabia plans to ease tensions with the Houthis through behind-the-scenes diplomacy. 3. Sources: Syria reportedly agreed to significantly reduce its Russian oil imports in exchange for the US lifting its designation as a state sponsor of terrorism. 4. US Treasury Secretary Bessenter: (Regarding further market intervention) the US is maintaining close contact with Japan and will take all necessary measures to support the yen. 5. Market news: Anthropic signed a $10 billion computing services agreement with AI cloud startup Volta Infra Holdings. 6. The US government is seeking comments in the Federal Register on expanding the scope of metal tariffs, proposing tariffs on products such as welding machines and cranes. 7. Middle East situation— ① Iraqi Ministry of Oil: Tankers carrying Iraqi crude oil have passed through the Strait of Hormuz. ② Iranian senior sources: The temporary solution for the Strait of Hormuz discussed with Oman will grant Tehran complete control over inbound shipping. For outbound shipping through the Strait of Hormuz, Oman will allow departures after notifying Iran. ③ Sources: The US Army has consumed a large number of long-range land-based missiles during the war with Iran. ④ Qatar stated that it has drafted a text for a possible "US-Iran agreement," and the draft is circulating among the parties. No timetable could be given for a US-Iran agreement. ⑤ US Treasury Secretary Bessant: We may reach an agreement with Iran tomorrow to open the Strait of Hormuz. ⑥ According to Al Arabiya TV: Sources say that arrangements for the full reopening of the Strait of Hormuz will be announced within hours or tomorrow. ⑦ US Secretary of State Rubio: Negotiations with Iran on reopening the Strait of Hormuz have made progress, but a final result has not yet been reached.

Duke Energy (DUK.N) said it has signed power service agreements with data-center customers totaling 7.8 GW, up 0.2 GW quarter-on-quarter.