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。

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

US Treasury Secretary Bessent said on Aug. 2 that coordinated US-Japan FX intervention successfully curbed disorderly yen moves and that the Trump administration strongly supports Japan’s market and monetary-policy measures aimed at correcting what it views as substantial yen undervaluation. Bessent said the US Treasury is monitoring conditions closely and would not hesitate to join further joint intervention. Japan’s finance minister Katayama on Aug. 3 confirmed the joint intervention and said Tokyo would likewise not hesitate to act again. Authorities last week intervened by buying yen and selling dollars; the yen briefly firmed to around JPY156 per USD, a level not reached since early May.