A股元件板块冲高，华正新材、艾华集团涨停，中英科技、威尔高、南亚新材、则成电子、中富电路跟涨。

Guyana government data show Exxon Mobil (XOM.N) oil output was 895,000 bpd in May, falling to 869,000 bpd in June.

Google released Gemini 3.7 Flash, presented as a code-generation and debugging upgrade the company says produces more production-ready code on first pass, reduces developer rework and lowers inference costs. The model will support the AI productivity assistant Gemini Spark and adds safety protections against malicious attacks and misuse in chemical, biological, radiological and nuclear (CBRN) domains. Google has not provided a firm launch timetable for flagship Gemini 3.5 Pro, which has been delayed repeatedly amid slower-than-expected R&D progress, keeping investor focus on the company’s AI roadmap execution. CEO Pichai said Google is accelerating model iteration and has allocated substantial compute to train next-generation Gemini 4.