Group 1 - The State Council, led by Premier Li Qiang, emphasizes strengthening the domestic circulation as a strategic move for stable economic growth, focusing on boosting consumer spending and optimizing policies for the new energy vehicle industry [1] - Vice Premier He Lifeng highlights China's role as a promoter of global industrial and supply chain cooperation, ensuring stability and contributing to global economic recovery [2] - Wang Huning, a member of the Politburo, states that expanding domestic demand is essential for long-term economic health and meeting the growing needs of the population [3] Group 2 - Nvidia's founder Jensen Huang expresses strong collaboration with Xiaomi, indicating confidence in Xiaomi's future success [4] - The Hong Kong Stock Exchange is discussing a potential adjustment to shorten the stock settlement cycle from T+2 to T+1, aiming to enhance market efficiency [6][7] - The debut of Huadian New Energy on the Shanghai Stock Exchange saw a significant first-day trading volume, with a closing increase of approximately 125.79%, highlighting investor interest in large-cap stocks [7] Group 3 - The upcoming World Artificial Intelligence Conference in Shanghai will showcase over 250 AI application concept stocks, collectively valued at over 6.5 trillion yuan [8] - The National Energy Administration reports a record high in national electricity load, surpassing 1.5 billion kilowatts for the first time, indicating increased energy demand during peak summer [9] Group 4 - The U.S. stock market shows mixed results, with Tesla's stock rising nearly 3% due to new model listings, while ASML faces a significant drop due to tariff policy concerns [10] - The U.S. June CPI data reveals structural changes in inflation, with core PCE expected to rise, potentially impacting the Federal Reserve's interest rate decisions [10][11] Group 5 - The third China International Supply Chain Promotion Expo features several humanoid robots, indicating a growing interest and development in the humanoid robotics industry [13] - Positive announcements include significant profit growth forecasts from companies like Pinming Technology, while caution is advised regarding potential risks from companies like Zhongchen Technology [14][16]