U.S. sources said the Bank of Japan may have used about $87 bln (≈¥11 tln) in its latest FX intervention to support the yen, likely spending roughly $53 bln on July 30 and $34 bln on July 31, based on estimates derived from the Bank of Japan's latest money-market data.

Alibaba Cloud will add a skill center and IM channel and begin commercial charging for its Container Service Agent at 10:00 Beijing time on Sept. 3. Dialogues, autonomous intelligent O&M and scheduled-task functions will be chargeable. The change will not affect existing users’ settings or historical task records. Billing unit will be Credits; the Agent is free to activate and supports pay-as-you-go and prepaid resource-pack deductions. Model resource consumption from paid features will be converted into Credits for billing.

根據摩根大通在報告表示，劇烈的去槓桿使得當前市場變得更加“乾淨”，短期內具備戰術性反彈條件，但長期持倉的擁擠依然是潛在的結構性風險。 1、7月市場經歷了自2020年和2022年以來最嚴重的去總倉位，尤其是7月下旬連續三天的拋售規模極大。儘管主動削減了風險敞口，但對衝基金的總槓桿率仍處於5年高位（96%分位數）。 2、美國戰術持倉監測器（TPM）在7月23日降至-1.5標準差以下，觸發了“具有吸引力”的戰術性設置，暗示市場可能迎來複蘇。動量因子多頭相對於空頭的回撤達到20年來之最，反映了科技與半導體板塊持倉極度擁擠後的出清。 3、雖然這種極值通常預示着反彈潛力，但長期持倉風險依然存在（動量因子仍處於90%以上的分位數）。