Market Overview - Major US indices experienced declines, with the Dow Jones Industrial Average down by 171.5 points (-0.37%) to 46121.28, and the Nasdaq down by 75.61 points (-0.33%) to 22497.86 [2] - European indices showed mixed results, with the UK FTSE 100 up by 27.11 points (0.29%) to 9250.43, while the German DAX rose by 55.48 points (0.23%) to 23666.81 [2] - Asian markets saw positive movements, with the Shanghai Composite Index up by 31.81 points (0.83%) to 3853.64 and the Shenzhen Component Index up by 236.32 points (1.80%) to 13356.14 [2] Trade and Economic Policies - The US government announced the implementation of a trade agreement with the EU, imposing a 15% tariff on EU imported cars and automotive products starting August 1 [4] - US Treasury Secretary Bessent criticized the Federal Reserve's current interest rate policy, advocating for a reduction of 100-150 basis points by year-end [5] - Russian Prime Minister Mishustin projected a 1.3% GDP growth for Russia in 2026, with a total expected growth of around 7% over the next three years [6] Corporate Developments - Oracle initiated a $18 billion bond issuance, marking the second-largest bond sale in the US investment-grade market since 2025, with demand reaching nearly $88 billion [8] - Intel is reportedly seeking investment from Apple as part of its recovery plan, with discussions also ongoing with other companies [10] - Amazon's autonomous driving subsidiary Zoox applied for regulatory exemptions to deploy 2500 self-driving cars, significantly expanding its operational capacity [12] - SAP and OpenAI, in collaboration with Microsoft, are developing a "German version of OpenAI" aimed at providing sovereign cloud AI services by 2026 [12] - Alibaba Cloud and NVIDIA are partnering to advance physical AI applications, integrating NVIDIA's software stack into Alibaba's AI platform [12]

Group 1 - The company Yijiahe (603666) will showcase its applications of embodied intelligence across various industries at the Huawei Developer Conference 2025 (HDC2025) [1]