英伟达(NVDA.O)CEO黄仁勋：公司将在可能的情况下使用现成的Arm(ARM.O)技术，而非定制的CPU核心。

Rabobank expects the ECB to raise rates by another 25bps, most likely in September.

Huatai Securities said recent heat pushed southern China peak power load to record highs for four straight days, with peak demand rising nearly one month earlier than normal, acting as a catalyst for the power sector. Coal-fired generation should benefit directly from higher utilisation hours and higher spot/monthly power prices as peak loads persist. Markets may fear rising demand will lift coal prices, but higher coal costs also support market-based electricity tariff increases, permitting gradual pass-through of cost pressure. Power equities remain on the left of fundamentals, implying scope for a sustained price rebound. High temperatures most directly boost thermal power; clean energy could also gain from energy-driven electricity price upside.