Australia July NAB business confidence index 4, prior 3.

Key News 1. Unitree Robotics' IPO begins today; 12 securities firms are among its shareholders, with CITIC Securities showing significant participation. 2. Goldman Sachs: There is no overall bubble in China's AI sector; three sub-sectors offer the most investment value: power supply chain, hardware infrastructure, and physical AI. Individual Stock News 1. Data on main fund flows shows that AMEC saw the largest net inflow of main funds at 864 million yuan, followed by Jiangbolong, Shijia Photonics, CATL, and Kweichow Moutai. In contrast, InnoLight Technology saw the largest net outflow of main funds at 7.108 billion yuan, followed by Changxin Technology, New Easun, GigaDevice, and Dongshan Precision. 2. China Satcom joins the Ministry of Industry and Information Technology's 6G Promotion Group's Space-Ground Integration Working Group. 3. Xiaoming Shares: July chicken product sales revenue reached 88.6408 million yuan, a year-on-year increase of 17.97%. 4. Xiling Power: The production and sales volume of its auto parts business continues to maintain steady growth overall. 5. Runbang Technology: Its subsidiary, Runbang Marine, successfully launched its seventh SPP40 platform supply vessel. 6. Autel Intelligent Energy's smart energy DC charging system passed CSA Group North American certification. 7. Rilian Technology successfully delivered its 10,000th intelligent inspection equipment unit. 8. Aerospace Electronics: Its subsidiary, Suzhou Huazhan, is in the small-batch supply stage for high-speed modules and liquid-cooled interconnect products. 9. KSTAR: Inverter sales to the United States are relatively small, and related restrictions have little impact on overall business. 10. Anhui Instruments Technology signed a strategic cooperation framework agreement with the Anhui General Chamber of Commerce in Mexico.

HASSETT, director of the White House National Economic Council, said AI may be the most important policy issue over the next two years.