New York gold futures traded above $4,200/oz, up 1.59% on the day.

A media report said the U.S. is drafting a ban on imports of new Chinese data‑center components to protect AI infrastructure. Industry sources say a strict ban on Chinese optical modules is unlikely: seven of the world’s top 10 optical‑module vendors are Chinese and Chinese firms account for roughly 70% of 800G and 1.6T high‑speed module shipments, while U.S. suppliers lack comparable capacity and technology. Major U.S. cloud providers are accelerating AI infrastructure builds, and inability to source Chinese modules would slow deployments. Market participants note similar reports have circulated previously and say that even if the measure were enacted, impacts have historically been manageable.

中國上證綜指8月5日（週三）開盤下跌7.16點，跌幅：0.19%，報3815.12點； 中國深證成指8月5日（週三）開盤下跌240.88點，跌幅：1.73%，報13644.83點； 中國滬深300指數8月5日（週三）開盤下跌50.74點，跌幅：1.1%，報4550.19點； 中國創業板指數8月5日（週三）開盤下跌116.88點，跌幅：3.35%，報3372.08點； 中國科創50指數8月5日（週三）開盤下跌1.1點，跌幅：0.07%，報1615.26點。