Kremlin: Russia's 'special military operation' must succeed; the threat from Ukraine must be completely eliminated.

CITIC Securities says the electronics sector has corrected sharply since July and valuations have fallen materially while industry fundamentals remain intact. Key drivers include stronger semiconductor-equipment order visibility, accelerating domestic compute orders and supply‑chain restocking, AI‑server demand lifting PCB and AI power‑supply cycles, and a clearer memory-price uptrend; supply‑chain opportunities are also spreading into consumer electronics. The report adds the selloff has pushed some quality names into valuation troughs, creating scope for earnings delivery and valuation re-rating.

July 28 — Zhou Hongyi, founder of 360 Group, unveiled NanoWork, a next‑generation enterprise AI-agent work platform. 360 says the product targets company owners, entrepreneurs, one‑person companies (OPCs) and employees to build “super organizations.” The firm will allocate a 100 million‑token trial quota per initial user and says it will provide professional training and hands‑on support to help 1,000 small businesses deploy AI and lift operational efficiency.