China A-shares BC battery sector surged: Tongwei Co. rose nearly 8% and Huamin Co. gained over 7%; Dongcai Technology, Trina Solar and LONGi Green Energy also advanced.

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。

China's National Energy Administration issued the '15th Five-Year' action plan for power safety production, directing stronger AI+ safety governance, high-precision fault prediction and equipment health-management methods, and integration of AI into smart safety tools. It calls for research on AI large-model-based safety production decision support. The plan mandates increased domestic R&D of critical power equipment, accelerated development of new protective materials, and a special program to tackle core component technologies to drive breakthroughs in power chips and ultra-high-voltage (UHV) components. It also pushes safety and quality-control technology innovation for power construction, the creation of an intelligent project supervision system, and enhanced off-site monitoring and quality supervision of major power projects using AI and big data.