Ant Group’s embodied-AI unit Ant Lingbo Technology may seek independent financing, marking a shift from full in-house incubation toward external capital markets. People familiar with the matter said the move is driven by internal resource pressure as Ant Group’s large AI investments are squeezing compute budgets.

Israel told the White House it has serious security concerns about a Hamas disarmament agreement. The Israeli prime minister’s office said intelligence assessments indicate Hamas plans to rebuild military capabilities rather than genuinely demilitarize. Israel said it will not withdraw from most of Gaza until Hamas completes disarmament. Hamas said it will begin disarming under Trump’s 20-point ceasefire plan, which calls for surrendering weapons and destroying tunnels and envisages Israeli withdrawal, a new technocratic Palestinian government and international security forces. A large-scale Israeli troop pullback before October elections is unlikely.

CITIC Securities says A-share smart-selection stocks endured a prolonged correction in 1H after HarmonyOS-driven ecosystem diversion and higher memory and lithium carbonate prices squeezed volumes, prices and margins, while AI-driven fund inflows drained liquidity. With interim-report headwinds largely priced in and capital rebalancing from AI into non-AI names, the rebound has exceeded expectations. CITIC views this as a right-side buying opportunity and expects August’s new-car catalyst window to support performance.