July 23 — MOFCOM said it will implement tax breaks for foreign investors that reinvest profits in China and introduce measures to help foreign companies expand localized production and stabilise operations. The ministry also said it will streamline services, mobilise dedicated project teams across commerce departments for key foreign-investment projects, ensure national treatment, remove implicit barriers and guarantee both market access and operational approval for foreign firms.

美國軍方：截至7月22日，美國中央司令部已改變9艘商船航線，並使其1艘喪失航行能力。

CITIC Securities says AI agents will significantly lift CPU demand and prompt a revaluation of CPUs. In an upside scenario it forecasts a CPU-to-GPU ratio as high as 8:1 and a long-term addressable market of about USD 2 trillion, exceeding the current GPU market. 2026 could be the year Chinese-made CPUs accelerate commercial penetration, with domestic commercial share rising from single digits to double digits. The report advises monitoring domestic CPU and GPU leaders and key upstream/critical-node companies in the industry chain.