富达全球宏观主管Jurrien Timmer指出，截至8月2日，已有305家标普500公司披露二季度业绩，EPS同比增速由财报季前的24%升至29%，与一季度持平，也达到2018年以来的高位。图中29%的盈利增速已落在历史分布右尾；同期市盈率变化约为-5%，仍处于常见波动区间。 这说明近期美股上涨主要由利润和利润率推动。 2023年牛市启动时，企业盈利改善有限，股价更多依赖投资者愿意支付更高估值；如今标普500经营利润率升至16.5%的历史高位，基本面对股价的支撑明显增强。

Anthropic发言人：建立内部芯片团队将使我们能够协同设计硬件和模型。

Foreign Ministry spokesman Lin Jian said Japan’s right wing has long distorted wartime history and that recent moves by ruling authorities to expand the military, seek stronger US nuclear protection and attempt to overturn the Three Non‑Nuclear Principles risk undermining regional stability. He warned some senior Diet officials have even called for autonomous possession of nuclear weapons. Marking 81 years since Hiroshima and the 80th anniversary of the Tokyo trials, Lin urged Japan to respect history, face international concerns and properly discharge its international legal obligations not to proliferate nuclear weapons.