當地時間週三晚間，英偉達(NVDA.O)首席執行官黃仁勳在日本東京市中心神田地區一家居酒屋與支撐全球AI供應鏈的一批日本供應商會面。出席聚會的包括鎧俠控股負責人、信越化學工業負責人、東京電子負責人、以及味之素負責人（味之素是先進芯片封裝所需一種薄膜材料的唯一供應商）。 住友電氣工業負責人、先進電容器製造商太陽誘電負責人也出席了聚會。此次聚會凸顯了英偉達下一代人工智能系統所依賴的工程技術、零部件及硬件供應體系之廣泛。英偉達需要來自日本龐大產業體系提供的先進存儲器、網絡設備、封裝基板、化學材料以及製造工藝支持。 當晚，黃仁勳身穿妻子送給他的一件全新皮夾克，與企業高管交流。黃仁勳還與居酒屋外的一名人士寒暄，對方希望英偉達能夠降低產品價格，雙方最終握手致意。（圖片來源於網絡）

A-shares opened lower; ChiNext Index slid as much as >3% early and was down 1.73% at midday, STAR 50 Index fell over 4% intraday before briefly turning positive and then sliding again. Shanghai Composite -0.82%, Shenzhen Composite Index -0.83%. Turnover across both exchanges near RMB 1.5 tln and almost 2,000 stocks declined. Sector action: innovative-drug names repeatedly active and outperformed, livestock/animal-husbandry led gainers, cinema chains remained strong; refrigerants, fiberglass and memory-chip sectors extended weakness. Demingli hit limit down for a second consecutive session.

July 16 — Demingli shares hit the daily limit-down for a second straight session. The company said Q2 QoQ net profit fell mainly due to higher costs: increased R&D spending, capacity expansion-related charges and higher share-based compensation. Management said it is building inventory strategically to support rapid business expansion and has raised customer-acquisition and certification-related spending as enterprise storage, embedded storage and memory businesses accelerate. Those products have long certification and testing cycles and require large upfront R&D and sales investment, which depresses near-term earnings but are described as long-term strategic investments that began to yield positive contributions in Q2 and should support future performance.