美聯儲副主席傑斐遜：不能孤立地看待每一個因素，制定政策時必須考慮整體經濟。

China's Premier Li Qiang met Cambodia's Prime Minister Hun Manet in Beijing on July 16 during the 2026 World Artificial Intelligence Conference. Li said China will push to deepen cooperation on the “Diamond Hexagon” initiative, an Industrial Development Corridor and a Fish‑Rice Corridor, accelerate major infrastructure projects and expand bilateral trade. Beijing supports more capable Chinese firms investing in Cambodia and seeks to deepen ties in new energy, artificial intelligence, the digital economy and advanced manufacturing to foster new growth drivers. The two sides also pledged closer cooperation on education, culture and media and joint action against online gambling and telecom fraud. Li warned that this year's volatile international environment has hit the global economy and called for closer China‑Cambodia coordination on major issues to defend shared interests and uphold multilateral trade and international justice.

由於投資者擔心人工智能驅動的這波漲勢能否持續，紛紛解除此前積累的科技股槓桿，日本存儲器製造商鎧俠控股週五股價一度跌超16%。亞洲股市基準指數普遍下跌，其中人工智能相關股票遭遇大幅拋售。日經225指數一度跌超6%，觸及逾一個月以來的盤中最低點；臺灣加權指數收跌近6.5%。韓國股市因假日休市。澳大利亞、中國香港和新加坡的股指也均出現下跌。 鎧俠盤中一度觸及跌停，拖累東京股市。作爲AI行情的重要受益者之一，存儲芯片製造商鎧俠今年市值大幅攀升，一度達到60萬億日元（約合3695億美元）。不過，週五隨着股價大幅下挫，鎧俠市值縮水至28萬億日元。與6月22日創下的盤中歷史高點相比，其股價已累計腰斬。 摩根大通量化策略團隊表示，市場近期再次出現過度悲觀情緒，包括“AI熱潮即將結束”以及“AI泡沫正在破裂”等觀點重新受到關注。該團隊在最新報告中指出：“儘管AI概念股的供需調整可能已接近尾聲，但那些依靠市場情緒和資金推動上漲的AI股票，可能仍需要更多時間，待這些悲觀敘事充分釋放後，纔有望真正見底。”