Federal Reserve Chairman Mossallem: The Fed needs to make optimal decisions, but should not be swayed by the market.

Domestic News: 1. To ensure the safe and stable operation of critical information infrastructure, prevent cybersecurity risks, and safeguard national security, the Cyberspace Administration of China has initiated a cybersecurity review of Patron's products sold in China. 2. DeepSeek plans to raise the overall pricing of its DeepSeek API services soon, with a significant increase expected. 3. Unitree Robotics' IPO price is 150.80 yuan/share, with DeepSeek, Tencent, and others participating in strategic placement. 4. China Gold Association: In the first half of 2026, my country's gold production decreased by 14.62% year-on-year, while consumption increased by 1.23%. 5. Goldman Sachs and JPMorgan Chase significantly increased their holdings of Zhongji Xuchuang's H shares, raising their stakes to 12.19% and 13.72%, respectively. International News: 1. According to official decree, the Democratic Republic of Congo has banned the export of copper and cobalt concentrates. 2. Alphabet launched a 10-part US dollar investment-grade bond issuance, seeking to raise up to $25 billion through the bond offering. 3. US initial jobless claims for the week ending August 1st totaled 199,000, marking the third consecutive week below 200,000. 4. Tesla: TeraFab will be built in Grimes County, Texas; TeraFab aims to produce over 1 terawatt of computing power annually. 5. US Challenger Job Cuts Report: July layoffs plummeted to 33,429, with hiring plans slightly increasing; artificial intelligence remained the primary reason for layoffs for the fifth consecutive month. 6. World Gold Council: Positive momentum offset negative risk factors, keeping gold prices flat in July. Looking ahead, a second wave of high inflation similar to the late 1970s cannot be ruled out, but this does not necessarily mean a significant rise in gold prices. 7. According to the Financial Times: Sources familiar with the matter revealed that if inflation data released in the coming weeks is strong and market expectations for rising borrowing costs intensify, Federal Reserve Chairman Warsh is prepared to raise interest rates at the September meeting. 8. Middle East Situation— ① According to Al Arabiya TV: Oman and Iran will soon issue a joint statement on the Strait of Hormuz transit corridor. ② The Houthi rebels warned Saudi Arabia: Any act of aggression will have consequences.

The U.S. global supply chain stress index for July was 0.8, down from 1.25 in July.