韩国总统李在明：股市在经历大幅上涨后，出现回调是不可避免的。

PBOC Deputy Governor and SAFE head Zhu Hexin said FX management now treats corporate cross-border autonomy and open-ecosystem construction within the same governance framework, prioritizing looser entity controls, ecosystem optimization, wider opening and improved governance to support China’s new development pattern. He said authorities will better align trade, investment and financing FX policies to help firms allocate onshore and offshore funds and run cross-border operations more efficiently. By end-June, more than 50,000 creditworthy firms could conduct FX business without prior review; in 1H they handled over $580 billion of FX transactions, and average processing time fell by more than half. Zhu said regulators will strengthen coordination with financial institutions and local governments, tighten incentive and constraint mechanisms to amplify effects, and introduce a "policy-ecosystem" dual evaluation mechanism to allow mature regions to pilot reforms and scale successful practices nationwide.

瑞银认为，供电短缺、难以找到合适土地，以及居民对用水、噪声和耗电的反对，正制约AI数据中心建设。浮动式数据中心可能缓解这些问题：利用沿海闲置的基础电力或海上能源，减少用地，并借助深海水提高冷却效率。其建设工期可缩短至18—24个月，传统陆地设施则约需3年。瑞银给出一个情景： 如果浮动式数据中心能够拿下美国预计在2028—2030年新增的69吉瓦数据中心容量的1%，便对应约0.7吉瓦需求，对船厂而言潜在市场将超过50亿美元 。不过，这一机会尚难准确估量，因为浮动式数据中心还没有大规模商业化部署。订单何时落地、市场到底有多大，仍不明确。