巴克莱：给予波音(BA.N)超配评级，目标价为300美元。

Daquan Energy said in its investor-relations record that its AIDC project remains in early procedural/permit stages. In 1H the company initiated R&D projects for new energy storage equipment and for solid-state transformers. The new storage project has completed partial proof-of-concept prototype work, single-unit assembly and hardware-board debugging. The solid-state transformer project has finished main topology and hardware design and is progressing to detailed structural, electrical and software design.

CNBC reports OpenAI and ANTHROPIC are recruiting former Trump administration officials as AI is increasingly treated as a national security issue amid rising calls for tighter regulation and multiple cybersecurity incidents tied to uncontrolled AI systems. ANTHROPIC has appointed at least two former Trump officials this year—one to its board and another as head of frontier compute strategy; OpenAI has hired at least three former Trump officials for strategy and special projects. Michelle N. Duncan, a visiting researcher in technology and national security at the Center for a New American Security (CNAS), said firms recognize the Trump administration wields policy levers that can affect their business—federal procurement, supply‑chain risk designations and export controls—and appear willing to use them, and that companies have learned from ANTHROPIC’s experience.