Saudi Foreign Ministry said its foreign minister spoke by phone with Jordan's deputy prime minister and foreign minister.

圖中五年期CDS顯示，Meta與博通的違約保護成本已升至約90個基點，英偉達、亞馬遜和Alphabet也升至約65—70個基點，均處於近期紀錄高位。以90個基點計算，爲1000萬美元債務購買一年保護約需9萬美元。Oracle的壓力更突出，其五年期CDS已從年初144個基點升至215個基點。 這並不意味着債市判斷科技巨頭即將違約，而是開始提高對AI融資不確定性的風險補償。高算力企業的資本開支預計今年達到約8750億美元，Alphabet與Oracle近期自由現金流已轉負，部分公司還通過發債、租賃和融資擔保繼續擴建數據中心。 債市擔心的是：投入節奏不斷上調，但AI收入、利潤及現金回收速度尚難預測。不過，單一公司CDS交易可能較爲清淡，小額交易也可能放大價格變化，因此當前更接近信用信心折價擴大，尚不能直接定義爲違約危機。

MOFCOM on July 28 published China’s position on the so‑called 'overcapacity' issue, saying the claim that insufficient domestic demand has caused overcapacity is not factual. It notes China is both a manufacturing and a consumption power: domestic demand was the main engine of growth, contributing on average 93% to GDP growth from 2013–2024. By World Bank PPP, China’s total retail sales in 2025 will be about 1.7x the US, making it the world’s largest goods consumption market; China’s physical consumption volumes are already the global highest and per‑capita annual consumption of some industrial goods approaches developed‑country levels. Recent slower growth in retail sales is consistent with a shift from high‑speed to high‑quality growth and consumption upgrading, and should not be equated with insufficient demand. Framing insufficient domestic demand as the cause of overcapacity, MOFCOM says, misapplies micro market phenomena to macro structural analysis.