Financial
*The Political Bureau of the CPC Central Committee held a meeting to deepen comprehensive reforms on capital market investment and financing, boost market resilience and confidence. It will promptly formulate practical incremental policies, strengthen counter-cyclical adjustments and further expand domestic demand.
Industrial Economy
*OpenAI’s CFO disclosed at an internal meeting that its annualized revenue in July exceeded that of Q2. OpenAI is negotiating with Nvidia for up to $250 billion in funding to support new AI data centers.
*The EU plans to invest $114 billion, paired with $228 billion in private capital, to build seven AI super-factories equipped with at least 100,000 cutting-edge AI chips.
*Meta stated it has committed nearly $700 billion in future spending via long and short-term agreements for AI data centers, cloud computing and other areas.
*Anthropic plans to lease a new 1.6GW campus in Texas. Google will guarantee rental and power costs and supply TPU chips.
*Google DeepMind unveiled Gemini Robotics ER 2. Google describes it as an advanced “brain” for robots, enabling them to perceive the physical world and plan multi-step tasks.
Jul 30 Block Trade Info
*Discount
-Bank of Changsha (601577 CH) saw 1 block trades worth 205.94mn at 8.97yuan per share, 4.98pct discount from last closing.
-Inner Mongolia Junzheng Energy & Chemical Group (601216 CH) saw 2 block trades worth 179.34mn at 4.27yuan per share, 9.92pct discount from last closing.
-Shanghai Gentech (688596 CH) saw 3 block trades worth 144.68mn at 48.84-51.97yuan per share, 5.01-10.73pct discount from last closing.
For more insights, please visit Orient Futures Singapore’s research platform,
Finoview.

