Real-time News

The yield on Japan's 40-year government bonds rose 4.5 basis points to 3.840%.

The Russian Ministry of Defense stated that Russia launched strikes against airports in Dnipropetrovsk and Poltava, Ukraine.

According to the New York Times: After a suspension of several months, the United States has resumed dollar transfers to Iraq.

The Russian Ministry of Defense stated that Russia launched attacks on military and energy facilities in Kyiv, Ukraine, in retaliation for Ukraine's strikes.

A report jointly released by the European Union Institute for Security Studies and the French think tank Institut Montaigne shows that Europe is facing a "gloomy future" due to factors such as dependence on US technology and structural weaknesses in Europe's domestic chip industry.

July 2nd - Two sources familiar with the matter revealed that Japan is gradually reducing its practice of issuing early warnings of intervention risks, instead taking more targeted actions to combat speculators and increase the cost of shorting the yen. The sources stated that, unlike previous cautious verbal warnings before intervention, the Ministry of Finance may suddenly intervene to clear speculative yen positions. Officials are also avoiding mentioning any specific "bottom line" exchange rate levels that might trigger intervention. This shift reflects a more aggressive strategy from the Ministry of Finance, using silence as a policy tool to make the market unpredictable. The sources indicated that this increases the risk of sudden intervention, and the driving factor for this intervention may be the accumulation of speculative short yen positions, rather than the yen exchange rate breaking through a publicly recognized threshold. Two other sources said that this move by the Ministry of Finance, along with the Bank of Japan's continued hawkish rhetoric, indicates that both sides are taking coordinated action to curb yen shorting.

The yield on Japan's 30-year government bonds rose 4.5 basis points to 4.000%, the highest level since May 22.

Nvidia: Will partner with AI Cloud to deploy large-scale, multi-tenant AI factories using a revenue-sharing and credit-support model.

July 2nd - Recently, the China Meteorological Administration, in conjunction with the National Development and Reform Commission, issued the "National Meteorological Development '15th Five-Year Plan'". The plan clarifies that by 2030, significant breakthroughs will be achieved in key meteorological technologies; artificial intelligence will be deeply integrated into the meteorological field; the monitoring, forecasting, and early warning capabilities for extreme weather will be significantly improved; major progress will be made in Earth system forecasting and the construction of Earth system data platforms; meteorological data elements will become an important driving force for economic and social development; and the ability to coordinate development and ensure meteorological safety will be comprehensively enhanced. my country's overall meteorological strength and international influence will be greatly enhanced, with meteorological science and technology, monitoring, and forecasting capabilities reaching world-class levels; meteorological services will achieve world-leading status; and China will become an important force in global meteorological governance.

According to The Information: Nvidia provides financing support for GPU procurement and takes a percentage of its cloud computing revenue.

July 2nd - According to Nikkei, Apple plans to launch an ambitious iPhone lineup in the second half of this year and the first half of 2027, including at least five new models, and will increase foldable phone production to higher levels than previously expected in order to seize market share amid industry-wide shortages of key components. Sources familiar with the matter said Apple has asked suppliers to prepare production of approximately 10 million foldable iPhones this year, higher than the 7 to 8 million units predicted in previous months. The company has already ordered approximately 80 million smartphone-related components and parts for these new models, which will launch in the second half of 2026, including the iPhone Pro, iPhone Pro Max, and the first foldable iPhone. Sources indicated that compared to most competitors, Apple has stronger bargaining power in the procurement of memory and key components, and Apple's total iPhone production in 2026, including existing and upcoming models, is expected to far exceed 220 million units.

According to Nikkei: Apple will launch five new iPhone models.

On July 2nd, Hang Seng Indexes Company Limited and Cyberport announced the launch of a thematic index exploration program on June 30th, 2026. This program, in collaboration with innovative technology companies, aims to develop artificial intelligence solutions to accelerate the design process of thematic indices. This is the second phase of the Index Innovation Lab project. Established in 2024 by Hang Seng Indexes Company Limited and Cyberport, the lab explores the use of cutting-edge technologies such as artificial intelligence to support Hang Seng Indexes Company's index operations and provide index solutions that better meet market demands.

According to NHK, Japan's tax revenue for the last fiscal year is expected to reach approximately 84 trillion yen, marking a new high for the sixth consecutive year.

Finnish Defence Forces: Finland has established a temporary airspace restriction zone in the eastern part of the Gulf of Finland.

July 2nd - Alipay announced on July 2nd that "A Bao" has officially opened for public beta testing. iOS and Android users can experience it by searching for "A Bao" or "Ant A Bao" in the app store or the Alipay app. The AI version of Alipay, "A Bao," was released and opened for invitation-only testing on June 16th.

Polish Armed Forces: Poland suspended fighter jet flights due to Russia's attack on Ukraine; no airspace violations were recorded.

The China Earthquake Networks Center officially reported that a magnitude 2.8 earthquake occurred at 10:38 on July 2 in Kangding City, Ganzi Prefecture, Sichuan Province (29.91 degrees north latitude, 101.95 degrees east longitude), with a focal depth of 7 kilometers.

On July 2nd, at a regular press conference held by the State Council Taiwan Affairs Office, a reporter asked: Regarding the DPP authorities' rejection of applications from tourism operators in Shanghai and Fujian to conduct field research trips to Taiwan, tourism groups and operators on the island have voiced their opposition, urging the DPP authorities to reduce political manipulation and prioritize tourism, thus leaving room for easing tensions in cross-strait relations. Spokesperson Zhu Fenglian stated that promoting the resumption of tourism to Taiwan for residents of Shanghai and Fujian is a positive measure that conforms to the mainstream public opinion in Taiwan and promotes the peaceful development of cross-strait relations. The industry's call for less political manipulation and prioritizing tourism fully reflects the tourism industry's dissatisfaction and opposition to the DPP authorities' deliberate politicization of cross-strait tourism, disregard for the survival difficulties of tourism operators on the island, and the livelihood demands of ordinary people. We have always adhered to the concept of "both sides of the strait are one family" in promoting the resumption of mainland residents' tourism to Taiwan and have continued to show goodwill. If the DPP authorities truly care about the livelihoods of the industry, they should lift the restrictions on mainland residents' tourism to Taiwan as soon as possible.