A股创新药板块盘初走弱，百花医药跌近5%，甘李药业跌超4%，浙江医药、博瑞医药等跟跌。

Cambricon said accelerating large-model technology is driving sustained growth in intelligent-computing demand and will continue to focus on AI chip design innovation to bolster competitiveness, expand market share and accelerate scenario deployment. For internet customers it is prioritizing large models, multimodal and search/recommendation applications, and is optimizing compute performance, communication efficiency and framework capabilities to improve integrated performance in typical internet workloads. The company said 1H2026 hardware work includes a new-generation processor microarchitecture and instruction set under development, with optimizations targeting large-model training and inference and aiming to improve programmability, ease of use, performance, power consumption and silicon area.

OPEC monthly report said July global oil freight markets saw extreme volatility from trade-flow disruptions. VLCC spot freight was down 18% MoM but up 432% YoY, near historic highs; Middle East–to–East Asia VLCC rates jumped 731% YoY. Suezmax and Aframax spot rates rose 28% and 44% MoM, with Mediterranean Aframax up 61% MoM. OPEC noted refinery utilization remained above 78%, supported by strong refining margins despite elevated freight.