美、布兩油短線下挫，WTI原油失守79美元/桶，日內跌幅2.67%；布倫特原油現跌約3.6%，報82.2美元/桶。

International Data Corporation (IDC) estimates the China AI game cloud market at 1.86 billion yuan in 2025. AI infrastructure and model services accounted for 1.61 billion yuan, with the AI application segment at 250 million yuan; both submarkets posted triple‑digit growth. IDC says the market is in an early expansion phase and that AI game cloud is reshaping the technical backbone of game industrialization and driving a fundamental shift in industry clients’ AI product spending logic.

UK food inflation eased for a sixth consecutive month in July to 2.2% YoY from 2.4%, helped by World Cup-led promotions in snacks and alcohol, the British Retail Consortium said. Despite higher energy costs linked to Middle East tensions, overall domestic price pressures remained moderate: the shop price index fell to 0.9% YoY, a six-month low, dragged down by summer clothing and footwear clearance, while fresh food prices rose 3.1% YoY (June: 2.8%). Dickinson, chief executive of the British Retail Consortium, called July’s reading 'good news for households' but warned that labour costs, a packaging tax, geopolitical conflict and climate disruptions could push prices up in H2.