Brazilian President Lula said he wants to deepen institutional ties with the United States.

Xingyin Fund fund manager Weng Zichen said recent debate around the so‑called 'Tao law' signals resilience in China’s tech supply chain under external pressure and a shift from follower‑type development to independent innovation, supporting the domestic tech cycle. He said market hopes that AI applications would lead have been premature: since the start of the year compute demand from training and inference has driven outperformance in AI hardware—GPUs, optical modules and servers—which is translating into earnings and sustaining the rally. Capital markets ultimately price around earnings and cyclical strength, he added; hardware strength leading application take‑off is a reasonable industry cadence, but investors should beware valuation bubbles.

Alphabet(GOOG.O)：近期每日处理的Token数量已超过3万亿。