美国副总统万斯：英国领导人未能履职，期待下任首相带来变革。

Qianwen said it will disable personified interactive agents and user-created agents on July 10, 2026 for feature upgrades and maintenance. Users will lose access to affected agents' configuration data and historical conversation records.

SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.