On July 30, Nvidia rose 1.82% in pre-market trading, TSMC up 2.79%, Broadcom up 1.67%, SK Hynix up 3.21%, Micron Technology up 3.64%, AMD up 4.29%, Intel up 2.71%, ASML up 3.94%, Lam Research up 9.20%, Arm Holdings up 0.91%, SanDisk up 6.11%, Marvell Technology up 3.78%, Western Digital up 4.95%, Seagate Technology up 4.27%.
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Semiconductor Sector Rises in Pre-market; Nvidia Up Nearly 2%, ASML Up About 4%
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International crude oil's intraday decline expands to 2%
On July 30, both U.S. and Brent crude oil saw their intraday declines expand to 2%. WTI crude oil was last reported at $81.8 per barrel, while Brent crude briefly fell below $86 per barrel. (Jin Shi) -
Microsoft Considers Launching Open-Weight AI Models
On July 30, according to Nikkei, Microsoft (MSFT.O) is considering offering some of its self-developed AI models in an open-weight format. Microsoft AI CEO Mustafa Suleyman stated that as Chinese AI models become increasingly popular among US users, the company is evaluating this possibility. This move indicates a potential shift in Microsoft's AI strategy. Facing competition from Chinese AI developers such as DeepSeek and Moonshot AI, Microsoft hopes to enhance its competitiveness while reducing its dependence on OpenAI. Microsoft also stated that it plans to maintain a multimodal strategy, allowing customers to use models from OpenAI or Anthropic when more suitable. -
Oracle, Google Expand Partnership
On July 30, Oracle and Google expanded their partnership, with Oracle launching enterprise applications based on Google's Gemini model. -
U.S. Expected to Release First Federal Autonomous Driving System Safety Standards Before End of Trump Administration
On July 30, the head of the U.S. National Highway Traffic Safety Administration stated that the U.S. has approved Amazon's subsidiary Zoox to commercially deploy autonomous taxis without human control. The U.S. is expected to release the first federal autonomous driving system safety standards before the end of the Trump administration. -
Oracle Pre-Market Rises 4%
On July 30, Oracle rose 4% in pre-market trading. On the news front, Oracle and Google expanded their partnership, and Oracle will launch enterprise applications using Google's Gemini model. -
Iran Will Never Accept US-Style Ceasefire, Will Continue to Respond to Aggressors
On July 30, according to IRNA citing an Iranian lawmaker, Iran will never accept a U.S.-style ceasefire and will continue to respond to aggressors. -
TSMC (TSM.N) to Develop AI Chip Packaging Technology
According to The Information: TSMC (TSM.N) will develop AI chip packaging technology. -
Bank of England Governor: I hope no one leaves this room thinking the Bank is close to raising interest rates
On July 30, Bank of England Governor Bailey: There is a disagreement between acting as soon as possible or waiting to see. It is reasonable to wait for developments. I think we can wait and see. Waiting for all second-round effects to emerge before acting will be too late; but it is currently uncertain when action will be taken. Market conditions are an important part of the judgment on quantitative tightening. I hope no one leaves this room thinking the Bank is close to raising interest rates. -
10-Year and 30-Year U.S. Treasury Yields Both Rise Over 5 Basis Points
On July 30, the yield on the 30-year U.S. Treasury bond rose by 5.98 basis points to 5.203%, while the yield on the 10-year U.S. Treasury note increased by 5.33 basis points to 4.675%. -
Zhongji Innolight: Controlling Shareholder and Its Concerted Parties' Shareholding Ratio Decreases by 1.46%, Including Reduction of 6.21 Million A-Shares
On July 30, Zhongji Innolight (300308.SZ) announced that the company's controlling shareholder, Shandong Zhongji Investment Holding Co., Ltd., and its concerted parties, Wang Weixiu and Wang Xiaodong, due to the company's H-share listing, equity incentive exercise, and secondary market reduction, among other reasons, had a total shareholding ratio change exceeding a multiple of 1%. The period of equity change was from May 28, 2025 to July 30, 2026. After the change, the concerted parties held a total of 193 million shares, with the total share capital ratio decreasing from 17.99% to 16.53%. Among them, Zhongji Holding and its concerted parties reduced a total of 6.21 million A-shares during the equity change period.
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KeyFlow: Connecting UniKey, AI Agents, and the KEY Value System, Turning Intelligent Services from “Being Called” into “Sustainable Flow”
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The AI Universe Gateway Is About to Open: KeyFlow Official DApp to Launch Global Public Beta and Genesis Registration on July 29
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From User Journey to Consumption Loop: Understanding UniKey’s Product Logic and the Three Core Use Cases of KEY
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