Domestic News:
1. The Ministry of Commerce responded to reporters' questions regarding countermeasures against a series of negative measures taken by the US concerning China. China has taken necessary countermeasures in response, including: strengthening export controls on drones and their key components and technologies to the US; suspending factory tracking inspections conducted by US certification bodies on behalf of designated Chinese mandatory product certification bodies; adding US compliance testing companies to the retaliatory list; initiating a national security investigation into imported printing and copying office equipment; and adding six US entities to the retaliatory list.
2. It was recently learned that the "15th Five-Year Plan for Promoting the Development of Small and Medium-sized Enterprises," jointly formulated by the Ministry of Industry and Information Technology and several other departments, is about to be released.
3. The Ministry of Foreign Affairs responded to the US's proposed ban on Chinese optical modules: China firmly opposes the US's generalization of the concept of national security and will continue to firmly safeguard the legitimate rights and interests of Chinese enterprises.
4. Following the Shanghai Stock Exchange's actions, the Shenzhen Stock Exchange will also switch its trading lines; surrounding data centers are already "relatively strained."
5. The Shanghai Securities Regulatory Bureau reported on the progress of the investigation into the Zhuoran Shares case. 6. Total box office revenue for 2026 (including pre-sales) exceeded 23.5 billion yuan, with summer box office revenue exceeding 7.7 billion yuan.
International News:
1. US ADP employment figures for July were 44,000, lower than market expectations.
2. According to Business Insider: Anthropic confirmed it is building an in-house chip team for Claude.
3. The US Treasury will maintain its repurchase program at the same pace as last quarter, and will keep the size of Treasury bond auctions unchanged for at least the next few quarters.
4. Federal Reserve's Kashkari: believes it's time to start gradually raising interest rates. He does not call for a large rate hike, preferring to act slowly now rather than wait.
5. Middle East situation—
① According to CBS News: Iran and Oman are currently negotiating a (temporary) plan to reopen the Strait of Hormuz, which would exempt ships passing through the waterway from tolls or service fees.
② According to CNN: A Gulf state official believes there is a 50% chance that the US and Iran will reach an agreement by Friday. ③ Israel Defense Forces: Targeted attacks have begun in southern Lebanon.
④ The US Treasury Department lifted sanctions on Baghdad Airlines, which had been sanctioned for alleged links to the Quds Force of Iran's Islamic Revolutionary Guard Corps. Fox News: Officials stated that the Treasury Department's removal of sanctions against Iran does not represent a policy shift.
⑤ Iranian Foreign Ministry Spokesperson: Iran and Oman have reached an agreement on the geographical coordinates of the proposed navigation route in the Strait of Hormuz, and their joint statement is in its final review stage. Neither the Foreign Minister nor the Speaker of Parliament currently has plans to visit Pakistan or Qatar.
