消息人士：预测市场平台Kalshi正与老股东及新投资者进行深入谈判，包括老虎环球基金（Tiger Global）和Dragoneer，计划筹集10亿美元新融资。

SAFE released its 1H 2026 balance of payments report. China’s current account transactions totaled $4.6 tln in 1H, up 16% YoY; the current account surplus was $378bn and its ratio to GDP remained stable. Goods trade grew briskly: trade in goods measured on a BoP basis rose 18% YoY, with AI and green-energy related sectors strong; goods imports rose nearly 20%, outpacing export growth by 2.3ppt. Services trade accelerated: service exports rose 21% YoY, with inbound foreign travel and faster growth in emerging producer‑service exports accounting for 16% and 42% of the services export increase, respectively; service imports were up 7%, keeping China a major services importer. Cross‑border investment income strengthened: outbound investment returns increased steadily, foreign investors’ earnings in China were stable, and the investment income deficit narrowed 24% YoY.

摩根大通：将百事(PEP.O)评级从增持下调至中性，将目标价从170美元下调至138美元。