JP Morgan strategists say tech stocks could reclaim some of the late-1H lost momentum as crowding eases, earnings stay strong and valuations look more reasonable. The team led by Mislav Matejka wrote on Monday that a three-month pause has clarified positions and, together with rising capex and sustained profit growth, "these factors should support investors refocusing on the sector." JP Morgan added that while the outsized gains of 1H are unlikely to repeat, recent cooling reflects concern that

China's Ministry of Industry and Information Technology and six other ministries released the 15th Five-Year Plan for new battery industry development, defining 19 priority tasks across five areas: accelerate full‑chain innovation, drive industrial upgrading,完善产业体系建设, enhance industry science-and-technology service capacity, and raise the quality and level of trade and investment cooperation. Targets through 2030 include steady industry scale growth; strengthened full‑chain innovation with breakthroughs in advanced materials and major progress in next‑generation battery system R&D; leading firms achieving product defect rates at parts‑per‑billion (PPB) levels; accelerated construction of a full‑scenario application ecosystem and faster integration of battery technology with clean energy and end‑use sectors; and deeper international trade and investment integration to support global low‑carbon development.

据Axios：特朗普总统计划于周日晚在白宫设私人晚宴，款待Anthropic首席执行官达里奥·阿莫代。