The White House said on Tuesday the Trump administration is keeping open the option of further administrative action to address risks from open-source AI models. Last month the president signed an executive order establishing a voluntary review regime for AI models; officials said substantial follow-up work is ongoing. At the July 2 launch of the regime, the National Cyber Director said the order “includes open-source scanning and coordination mechanisms” and added that protecting and strengthen

2026-07-15

The White House said on Tuesday the Trump administration is keeping open the option of further administrative action to address risks from open-source AI models. Last month the president signed an executive order establishing a voluntary review regime for AI models; officials said substantial follow-up work is ongoing. At the July 2 launch of the regime, the National Cyber Director said the order “includes open-source scanning and coordination mechanisms” and added that protecting and strengthening the open-source ecosystem is necessary to deliver the administration’s objectives. Firms including Reflection AI have submitted new framework proposals to the administration, prompting market speculation Washington could issue additional executive orders or guidance affecting the open-source AI sector.

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2026-07-15

2-year bond futures (TS) most-active contract unchanged; 5-year (TF) unchanged; 10-year (T) up 0.01%; 30-year (TL) up 0.04%.

2026-07-14

重要新闻 1. 美联储主席沃什:美联储不会容忍通胀过高。 2. 美国纽约州将暂时禁止建设新的大型数据中心。 3. 美国6月未季调CPI年率录得3.5%(前值4.2%),市场预期为3.8%;美国6月季调后CPI月率录得-0.4%,为2020年4月以来最大降幅。 4. 美国6月未季调核心CPI年率录得2.6%,市场预期为2.8%;美国6月未季调核心CPI月率录得0%,为2021年1月来最小增幅,市场预期为0.2%。 个股新闻 1. SpaceX(SPCX.O):成功部署27颗“星链”卫星。 2. 据市场消息,英伟达(NVDA.O)将亚洲买家名单减半。 3. 三星电子:目前未考虑发行美国存托凭证的可能性。 4. IBM(IBM.N)盘前跌超20%,公司二季度初步营收不及预期。 5. 花旗集团(C.N)二季度营收增长14%至248亿美元,超出市场预期。 6. 英伟达(NVDA.O)将与三菱重工在AI数据中心技术领域展开合作。 7. 名创优品(MNSO.N)原创IP“YOYO”全系列产品单月销售额破亿。 8. 摩根大通(JPM.N)Q2净利润同比增长41.2%,达211.6亿美元。 9. 美国银