U.S. export price index YoY 10.6% in June, down from 11.2% previously.

The Global AI Innovation Index Report 2026 was published July 17 at the World Artificial Intelligence Conference and High-Level Global AI Governance meeting in Shanghai. It says AI infrastructure continues to expand and identifies energy supply as an emerging constraint on future growth. The report notes commercialisation is shifting from general-purpose to vertical models, from training-heavy to inference-heavy workloads, and from point technology deployments to end-to-end business-process transformation, prompting pronounced capex-intensive investment by firms. It also identifies urgent global AI governance needs and says China is advancing multi-dimensional, inclusive international governance cooperation.

上证综指日内大跌3%，深证成指跌5.65%，创业板指跌7.48%。