Domestic News:
1. Unitree Robotics: The final online subscription rate was 0.0181%.
2. Alibaba Cloud plans to more than double its global data center capacity.
3. The "15th Five-Year Plan for Coal Industry Development" was issued, accelerating the closure of long-term suspended and halted coal mines.
4. The People's Bank of China issued the "15th Five-Year Plan for Reform and Development," and formulated nine supporting action plans for related sub-sectors.
International News:
1. US strategic petroleum reserves fell below 300 million barrels.
2. Japanese media: The Bank of Japan governor hinted at a September interest rate hike, prompting a joint purchase of yen by the US and Japan.
3. OpenAI launched the GPT-5.6-Cyber model to enhance its capabilities for advanced cybersecurity tasks.
4. Nvidia partnered with Wall Street giants to advance a $500 billion AI infrastructure plan.
5. Trump extended the Jones Act shipping exemption for 90 days, narrowing its scope to include energy commodities and fertilizers. 6. Morgan Stanley: Launches the U.S. Innovative Infrastructure Initiative, aiming to promote approximately $1.5 trillion in related investment over the next 10 years.
7. Overnight Market Update—International crude oil rose over 6%, spot gold rose to nearly $4,400, silver rose to $66, and U.S. Treasury yields rose by about 5 basis points.
8. Federal Reserve—① Hamak: Multiple rate hikes may be needed to suppress inflation; July employment data will not change the focus on inflation. ② Trump denies frequent calls with Warsh: He has only spoken with Warsh once since Warsh took office.
9. Middle East Situation—
① Iranian Foreign Ministry: Discussions with Oman focused on establishing safe shipping routes, without discussing transit fees; however, the proposed agreement would include maritime service fees.
② Due to Iran's demand for war reparations, Trump stated that he would also seek reparations from Iran and explicitly included this demand in all future negotiations.
③ Iran's Supreme Leader made six new personnel appointments to the Iranian Armed Forces.
⑤ Trump claims that the U.S. military has de facto control of the Strait of Hormuz and cleared mines.
④ US media: The US, Israel, and Syria have reached an understanding that nuclear materials at a secret Syrian location will be removed.
