According to the Financial Times, DeepSeek is considering a new funding round about one month after closing its first funding round.

BofA's latest global fund manager survey shows sentiment at its strongest since February. Managers are more optimistic on global growth, AI-related spending and expect the Federal Reserve to adopt dovish policy. Cash allocations fell to 3.6% from 4.1% in June — an "extremely low" level that triggered BofA's contrarian sell signal. A record share of respondents expect a "no-landing" global economy. Survey period: July 2-9, between a temporary US–Iran ceasefire and a subsequent escalation of hostilities.

CPI数据公布后，白银短线上涨2美元，报59.15美元/盎司。