消息人士：德意志银行(DB.N)聘请Ed Liu担任全球TMT（科技、媒体与电信）主管。

CITIC Securities says AI-driven acceleration since 2023 is prompting rapid optical-module tech upgrades—higher chip rates, silicon-photonics integration and CPO architectures—driving iteration in optical-module test equipment. Combined with fast expansion of AI compute infrastructure, this is lifting both volumes and prices for test equipment. International suppliers retain a lead in the 1.6T high-end segment, but Chinese firms are accelerating and narrowing the gap; CITIC is positive on long-term growth in China’s optical-module sector and on high-end test-equipment localization.

Brazil's Ministry of Economy said July exports totaled USD 34.12 bln, imports USD 27.05 bln, leaving a trade surplus of USD 7.07 bln.