Jefferies analysts said in a research note that a global surge in token consumption is likely to benefit Chinese AI labs. The firm flagged material opportunities in coding, workspace applications and mid-to-long-form content. It said Baidu, Alibaba and Tencent, along with cloud providers Kingsoft Cloud and Kuaishou’s AI-video business, stand to gain from rising AI demand.

伊朗和美國之間很快達成新停火協議的機會似乎再次上升，因有報道稱美國總統特朗普決定暫停近期對伊朗南部的打擊行動。在預測市場Polymarket上，交易員認爲在2026年8月31日前實現停火的概率已達到75%。

US President Trump on the 24th ordered US forces not to strike Iran, ending a 13-day run of strikes, US sources said. Qin Tian, deputy director of the Middle East Institute at the China Institute of Contemporary International Relations, said the pause is likely a tactical adjustment rather than a strategic shift. The duration of the halt, whether strikes will resume, or whether decisions to escalate will recur remain uncertain. Qin said the move should produce a short-term lull in US‑Iran military exchanges, but without a package solution the relationship is likely to see repeated cycles of fighting and negotiations, including compromises that may be difficult to implement.