On July 30, 2026 in Ulaanbaatar, China's Consular Affairs director-general and Mongolia's consular director jointly chaired the 24th China–Mongolia consular consultations. Both sides agreed to implement leaders' prior understandings, strengthen consular cooperation, further ease cross-border personnel movement, and safeguard the safety and legal rights of nationals and institutions abroad to support practical bilateral cooperation.

Mitsubishi UFJ analysts said a suspected yen-support intervention on Thursday mirrored prior operations, noting the timing — at month-end and before confirmation data due at the end of August — and that it occurred in the New York session. The timing and venue left "the clear impression that the action had full support of the U.S. government." U.S. Treasury Secretary Bessent said the yen appears "severely undervalued," and media reported the New York Fed sought dollar/yen quotes.

本轮AI与半导体调整后，四位热门“股神”中已有三人遭遇明显回撤。 1、Leopold（前OpenAI研究员）：旗下基金上半年回报一度达到439%，但高杠杆重仓AI基础设施，在7月回调后触发保证金压力，公开股票仓位基本清空，堪称最惨烈的“神坛坠落” 。 2、Serenity（白毛股神）：属于“高Beta+集中持仓”风格，此前自报年内收益约45倍，7月中旬自己公开承认本月最大回撤达到 49.4%，已降低杠杆。 3、Leto Bao（字节股神）：此前故事是通过存储等美股（希捷STX、SNDK等）实现财务自由，7月中旬自己表示从SK海力士换仓美光后出现约17%浮亏，但仍在正常交易，并未爆仓退场。 4、Trump（白宫股神）：其公开支持的英特尔、戴尔、IBM等标的，叠加政策动作，整体表现相对更强。