Total turnover on the Shanghai and Shenzhen exchanges was CNY 3.388551 trillion on July 10, up CNY 474.822 billion from the prior session. Shanghai turnover was CNY 1.563109 trillion (previous CNY 1.364177 trillion), volume 627 million lots (previous 553 million). Shenzhen turnover was CNY 1.825442 trillion (previous CNY 1.549552 trillion), volume 829 million lots (previous 717 million). GigaDevice led stock turnover at CNY 59.38 billion, followed by Zhongji Xuchuang CNY 49.03 billion, JCET CNY

SemiAnalysis founder Dylan Patel said on a podcast that AI infrastructure faces a multi-year structural shortage in storage, with 2–3x upside potential. He said agents and reinforcement learning have raised CPU demand but vendor pricing appears elevated and recent CPU growth largely reflects historical catch-up; CPUs still represent far less absolute value in AI servers than GPUs. Patel said large-scale deployment of co-packaged optics (CPO) has been delayed to late‑2028 into 2029, extending the demand window for copper-cable connectors.

Belgian prime minister says preventing Iran from acquiring nuclear weapons is reasonable, but related actions have not been executed smoothly.