Daily Investment News Digest · 2026-07-31
15 Quick Updates · Multi-source Aggregation + AI Rewrite
Automatically scraped from Tonghuashun and Eastmoney by cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information aggregation only, does not constitute investment advice.
- The National Development and Reform Commission is researching and formulating the 2026-2030 implementation plan for expanding domestic demand, and will implement more proactive macro policies to stabilize the economy and drive price recovery
- A-share sees significant volume expansion today, with Shanghai and Shenzhen turnover exceeding 1.5 trillion yuan, sectors including AI applications and Hong Kong stock gold stocks perform well
- On the industrial side, Tesla integrates Doubao, IAT Auto partners with Foxconn to launch robotics platform; the Federal Reserve’s July resolution triggers market reactions
Tonghuashun 24/7 News
Saudi Arabia to set up multi-national alliance to ensure maritime navigation safety
2026/7/31 11:00:08
[News Summary] On November 30, Saudi Arabia’s Ministry of Defense hosted a conference inviting representatives from 43 countries and the European Union to participate, to promote the establishment of a Saudi-led multi-national maritime defense alliance headquartered in Saudi Arabia, covering the Red Sea, Bab el-Mandeb Strait and Gulf of Aden regions. The alliance aims to address maritime attack risks and ensure the safety of navigation, energy transportation and global supply chains. 14 countries have publicly expressed support for this open initiative so far.
Thai data center firm True IDC seeks $2 billion loan
2026/7/31 10:58:42
Thai data center company True IDC is seeking an installment loan of approximately $2 billion in total, including a $1.8 billion tranche and two Thai baht tranches, with a maximum term of five years. The funds will be used to build a new data center in the suburbs of Bangkok. Currently, Thailand is striving to build a regional hub for artificial intelligence and cloud computing, and has approved approximately $290 billion in related investments, attracting tech giants including TikTok, Alphabet, Amazon and Microsoft to deploy relevant infrastructure.
National Development and Reform Commission: Working with relevant departments to speed up research and formulation of strategic implementation plan for expanding domestic demand (2026-2030)
2026/7/31 10:51:47
[Finance Brief] According to Securities Times, Zhou Hongwei, Deputy Director of the National Economy Comprehensive Department of the National Development and Reform Commission, revealed at an official press conference that the NDRC is currently working with multiple departments to speed up the research and formulation of the 2026-2030 strategic implementation plan for expanding domestic demand. Next, it will cooperate with relevant departments to roll out more vigorous and effective measures to boost domestic demand, and policy support for domestic demand-related fields will continue to increase.
South Korea to appoint special prosecutor to investigate ballot shortage incident
2026/7/31 10:49:20
South Korea’s National Assembly passed the bill on June 30 with a high vote of 226 in favor and 2 against, deciding to appoint a special prosecutor to investigate the ballot shortage incident in this June’s local elections. After being nominated by the ruling and opposition parties and appointed by President Lee Jae-myung, the special prosecutor will lead a 165-person investigation team to look into 12 types of voting rights infringement issues including election fraud and corruption in the election management committee, with a maximum investigation period of 170 days.
AI application sector rallies, Chuanzhi Education hits 5 consecutive limit-up days
2026/7/31 10:49:09
The AI application sector has been trending upward recently. On the individual stock side, Chuanzhi Education has recorded 5 consecutive limit-up days, more than 10 related stocks including Epoint, BlueFocus and Chinese Online hit limit-up or rose by over 10%, with many targets in niche segments following the rise. In terms of ETFs, Harvest Software ETF (159852) rose 6.42% with a turnover of 595 million yuan; China AMC Game ETF (159869) rose 3.93% with a turnover of 404 million yuan, showing high trading activity in the sector.
Tesla officially integrates Doubao
2026/7/31 10:48:56
[Brief Summary] On July 31, Tesla China began rolling out the 2026.14.13 version of the infotainment system update in batches, covering four models: Model 3, Model Y, Model S and Model X. The core of this update is the addition of the Doubao large model intelligent voice assistant, which supports real-time information query and natural conversation, with multiple voice options and three types of personalized characters available. Users need to subscribe to Premium Connectivity service to use the feature.
Eastmoney 24/7 News
IAT Auto partners with Foxconn to launch turn-key robotics platform
2026/7/31 10:57:17
On July 30, IAT Auto and Foxconn jointly launched an embodied intelligent turn-key platform for the robotics track at the ESCC Embodied Intelligence Supply Chain Ecology Conference. The platform covers five major sectors: R&D, production, training, sales and investment, and migrates mature automotive engineering methodologies and precision manufacturing systems to the robotics field, aiming to solve the current engineering implementation pain points of embodied intelligent products from prototype to large-scale mass production.
Baichuan Intelligence signs strategic cooperation agreement with China Re Life Insurance
2026/7/31 10:55:18
Recently, AI large model company Baichuan Intelligence and China Life Reinsurance Co., Ltd. (China Re Life Insurance) signed a strategic cooperation agreement in Beijing. The two parties will carry out AI co-creation around three core areas: insurance services, marketing, and actuarial science including underwriting. This cross-border cooperation between a leading large model manufacturer and a professional reinsurance institution is expected to provide reference for the full-chain intelligent upgrading of the insurance industry once implemented.
NDRC: Will implement more proactive and effective macro policies to enhance endogenous driving force for economic development and price recovery
2026/7/31 10:54:44
On July 31, the National Development and Reform Commission clarified at a press conference that next, it will work with relevant departments to implement more proactive and effective macro policies, focus on stabilizing employment, enterprises, markets and expectations, and enhance the endogenous driving force for economic development and price recovery. At the same time, it will focus on monitoring price fluctuations of livelihood commodities and energy, continue to promote supply and price stability, ensure stable market and price operation, and firmly safeguard the bottom line of people’s livelihood.
Hong Kong stock gold stocks strengthen, Chifeng Gold rises nearly 7%
2026/7/31 10:54:24
The Hong Kong stock gold sector has been performing strongly recently, with many targets recording significant gains. As of press time, three stocks in the sector lead the gains: Chifeng Gold (06693.HK) rose 6.99%, Lingbao Gold (03330.HK) rose 6.90%, and Tongguan Gold (00340.HK) rose 6.06%. This trend is usually linked to international gold price fluctuations, and the subsequent performance of the sector will still refer to gold price changes and capital flow conditions.
Turnover of Shanghai and Shenzhen markets exceeds 1.5 trillion yuan, up over 340 billion yuan from the same time last trading day
2026/7/31 10:54:18
[Brief Summary] For the Shanghai and Shenzhen A-share market, as of the current trading session, the turnover of the two markets has exceeded 1.5 trillion yuan, an increase of more than 340 billion yuan from the same period of the previous trading day. Based on the current trading rhythm, the full-day turnover is expected to exceed 2.8 trillion yuan. This significant volume expansion directly reflects the sharp increase in current market trading activity, strong willingness of capital to participate, and intensified long-short game.
US side displays African map with “every country marked incorrectly”
2026/7/31 10:53:17
Recently, at an international health conference held in Brazil, the African map displayed by US government representatives had a serious error: the positions of all African countries were marked incorrectly, which was photographed by attendees and uploaded to social platforms, triggering heated discussion. The US State Department later explained that the error was caused by the team hastily changing slides before the meeting, and the incident also exposed obvious omissions in the US side’s relevant preparatory work.
Yahoo Finance
Markets react to Fed’s July interest rate decision
2026/7/30 05:05:58
Brief Summary
The Federal Reserve announced the July 2024 FOMC interest rate resolution, keeping the federal funds rate unchanged in the 5.25%-5.5% range, in line with market expectations, while lowering the expected number of rate cuts this year from 2 to 1. Affected by the resolution and Powell’s hawkish remarks, US bond yields rose in the short term, the US dollar index jumped, the three major US stock indexes closed lower collectively, and gold prices fell under pressure. The market will closely track economic data to confirm the timing of rate cuts. (Full text 119 words)
Jim Cramer says this post-earnings sell-off is a golden buying opportunity
2026/7/30 06:17:00
CNBC’s well-known financial commentator Jim Cramer recently stated that the concentrated sell-off of US individual stocks after earnings releases is not a trend decline caused by weakening fundamentals, but a golden buying opportunity suitable for investors to bottom out. Please note that this view is only a personal judgment and does not constitute investment advice, investors should make decisions based on their own risk appetite.
Mortgage rate predictions through 2030: Where are they headed?
2025/8/19 03:58:26
[Brief Summary] This news focuses on the forecast of US mortgage rate trends from 2024 to 2030. Currently, mainstream institutions generally judge that as the Federal Reserve’s monetary policy returns to neutral and the inflation center falls, the current 30-year fixed mortgage rate of over 7% will gradually decline, and the operating center from 2025 to 2030 will most likely fall in the 4.5%-6% range. Its fluctuations directly affect the supply and demand of the US property market and residents’ housing purchase costs.
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