Polysilicon most-active contract continues to rally, up over 3% at 34,070 yuan/ton.

A股AI应用热门股利欧股份上午涨停后开板，午后再次封板，截至发稿，涨停板上有超53万手封板，报5.13元/股，总市值为347.39亿元，成交额为68.24亿元。

Vietnam recorded its eighth consecutive monthly trade deficit in July as factories expanded capacity and imports surged. July exports rose 25% YoY to $53.1bn, broadly in line with economists' 25.5% forecast, while imports climbed 41.4% YoY—above the 36.7% consensus—producing a $3.59bn deficit. Data show the US remained Vietnam's largest export market in the first seven months of 2026, with Vietnam's trade surplus with the US up 22.6% to $91.4bn; the export-dependent economy is facing renewed pressure from US tariff policy.