On July 3, Bank of America reported that Japan's stock market recorded its largest inflow in seven weeks, amounting to $1.9 billion.

On July 3, Bank of America reported that investors are exiting the U.S. stock market at the fastest pace since March. For the week ending July 1, U.S. stock funds experienced a net outflow of $17.2 billion, marking the first net outflow of funds in three months.

On July 3, the onshore RMB against the USD closed at 6.7804 at 16:30, an increase of 62 points from the previous trading day.

On July 3, according to the Seoul Economic Daily, the American artificial intelligence (AI) company Anthropic is thoroughly assessing the use of Samsung's 2nm process for developing custom chips (ASICs) through its foundry services. Analysts believe this is part of its strategy to reduce reliance on external chips such as Nvidia GPUs and Google TPUs, aiming for 'AI infrastructure autonomy.'

On July 3, sources revealed that AI voice startup ElevenLabs is in early negotiations with investors to allow employees and early investors to sell shares through a tender offer. This deal is expected to be completed by September 2026, with a valuation potentially reaching around $22 billion. This figure indicates that ElevenLabs' valuation has doubled again in just five months. In February 2026, ElevenLabs was valued at $11 billion following a $500 million funding round led by Sequoia Capital, Andreessen Horowitz, and Iconiq. At the beginning of 2025, the valuation was only $3.3 billion. Founded in 2022, ElevenLabs focuses on developing high-quality, multilingual realistic voice cloning software. As of May 2026, ElevenLabs' annual recurring revenue (ARR) has surpassed $500 million, and it has established commercial partnerships with global companies such as Deutsche Telekom, Boston Consulting Group, and Revolut. Despite facing fierce competition from giants like OpenAI and Google, investors continue to show strong interest in this type of vertical voice AI focused on specific areas. ElevenLabs declined to comment on the rumors.

On July 3, it was reported that Meta is considering commissioning Samsung to produce custom AI chips valued at 100 trillion won (approximately 6.535 billion USD).

This year, the Fourth of July falls on a Saturday. The US stock and bond markets will be closed for one day on July 3rd (Friday). Trading for precious metals, energy, foreign exchange, US Treasury, and stock index futures contracts on the Chicago Mercantile Exchange (CME) will end early at 01:00 Beijing time on July 4th. Trading for Brent crude oil futures contracts on the Intercontinental Exchange (ICE) will also end early at 01:30 Beijing time on July 4th.

On July 3, East China Semiconductor released a record of its investor relations activities, stating that in Q2, the company benefited from the gradual exit of overseas manufacturers such as Samsung, Micron, Kioxia, and SK Hynix from the niche storage market, leading to a significant contraction in supply. Meanwhile, demand in downstream sectors such as network communication, security monitoring, consumer electronics, industrial control, and automotive electronics continues to recover. The imbalance in market supply and demand is expected to persist in the short term, resulting in an upward trend in the prices of niche storage products. Looking ahead to the full year, as the effects of capacity adjustments by overseas manufacturers are further released, it is anticipated that the prices in the niche storage chip market will continue to rise in the second half of the year.

Spot silver has increased by 3.00% today, currently priced at $62.79 per ounce.