中国第二季度GDP年率 4.3%，预期4.50%，前值5.00%。

ASML reported Q2 revenue of €9.326 billion, above the IBES estimate of €8.857 billion.

Deal participants say Chinese AI large-model firm DeepSeek has opened talks for a second funding round. Two sources said the move was prompted by an oversubscribed prior round, with many investors queued for allocations; one participant said many queued funds were "in theory unable to get in." A previously excluded investor told contacts he intends to invest in the new round regardless of DeepSeek’s valuation.