Shares of JBS, the world's largest meat processor, fell 5.2%, while Tyson Foods fell 2.4%.

Domestic News: 1. Ministry of Commerce responds to US consideration of imposing an additional 7.5% tariff on Chinese goods. 2. Wang Yi meets with US Ambassador to China, Pound Stokes. 3. The People's Bank of China conducts overnight reverse repurchase operations for six consecutive days. 4. Li Qiang arrives in Gyirong, Tibet to guide disaster relief work. 5. Ministry of Foreign Affairs: China and the US maintain communication on interactions between heads of state this year. 6. Four departments launch special campaign to address issues such as vehicle reliability and durability. 7. Studying the merger of the Growth Enterprise Market (GEM) and the Main Board? Hong Kong Stock Exchange responds: Will continue to study measures to optimize the listing mechanism. 8. National Bureau of Statistics: From January to July, profits of industrial enterprises above designated size nationwide increased by 17.6% year-on-year. 9. China International Capital Corporation (CICC): The Shanghai Stock Exchange's restructuring committee approved the company's share swap merger with Dongxing Securities and Cinda Securities. 10. Insider: There is currently no possibility that all unprofitable companies will be unable to list; however, the review of unprofitable companies will be more stringent. International News: 1. US Media: The US is considering new semiconductor tariffs; Lutnick prefers to link tariff reductions for foreign companies with investment in the US chip manufacturing industry to stimulate domestic chip production. 2. US Media: The US is seeking to acquire stakes in some Venezuelan oil fields. 3. The US trade deficit in goods in July hit a new high since March 2025. 4. Thai industry association: The Thai Ministry of Finance has no intention of imposing a gold tax in the near future. 5. Chief of Staff of the Ukrainian President's Office: Ukrainian and Russian negotiators may meet in September. 6. It is reported that Murdoch is considering re-merging Fox News and News Corporation. 7. Kioxia and SanDisk plan to invest $31 billion in Japan to expand their memory chip factory. 8. Trump: Had a good conversation with Putin and believes Russia will not attack NATO territory. 9. Russian Foreign Ministry: Britain and France providing sensitive missile technology to Ukraine is playing with fire and could lead to attacks on British military targets within Ukraine. 10. Federal Reserve—① Hammark reiterates anti-inflation stance: Interest rate constraints are still insufficient. ② Schmid: The Fed's policy remains accommodative, and inflation is still above target. There is room to reduce the number of Fed meetings. ③ Goolsby: The biggest short-term concern is that inflation is not under control. ④ Collins: If inflation does not fall as expected, he will support raising interest rates. 11. Middle East Situation— ① Iranian official: The mediators have asked Iran to propose conditions for opening the Strait of Hormuz, and Tehran is preparing a list of conditions. Denies plans to assassinate Trump's youngest son. ② US media: The Trump administration refuses to return to the terms of the memorandum of understanding reached with Iran in June. ③ Iranian oil minister stated that although there has been a reduction, Iran's offshore oil sales and deliveries have not stopped. ④ White House: There are currently no negotiations; all options are under consideration. ⑤ Kuwait and Qatar have increased crude oil exports through the Strait of Hormuz, with export volumes recovering to 70% of pre-conflict levels. ⑥ US Navy officials stated that the USS Roosevelt aircraft carrier will be deployed to the Middle East.

France Q2 final GDP YoY -0.73% (exp +0.70%; prior +0.70%).