Asian emerging-market equities posted their largest single-day gain in over 17 years on Friday, led by rallies in South Korea and Taiwan and easing concern about AI-related spending. The MSCI Asia emerging-markets index rose about 7% and the Asia EM technology index climbed more than 13%, both their biggest daily gains since late October 2008; they remain down roughly 5% and 14% month-to-date. Strong results and guidance from Microsoft and Amazon helped calm investor worries over hefty AI capex, with Nomura saying Microsoft’s outlook—continued capex growth but positive free cash flow by fiscal
新闻速递 小金 07月31日 14:30 23
UEDA, governor of the Bank of Japan, will hold a monetary policy press conference in 10 minutes; Swiss real retail sales YoY for June due in 10 minutes.
【小鹏汽车、智元机器人等将率先接入Seedance 2.5】金十数据7月31日讯，火山引擎消息，今天，新一代视频生成模型Seedance2.5正式发布。针对企业用户，火山引擎将于近期上线API服务。徐工集团、小鹏汽车、智元机器人、灵初智能、微分智飞、穹彻智能、XsparkAI（无界智航）等多家企业已与火山引擎达成合作意向，将率先接入Seedance2.5。
新闻速递 小金 07月31日 14:30 22
Volcano Engine said it has officially launched Seedance 2.5, a next-generation video generation model, and will roll out enterprise API access soon. Several firms — including XCMG, XPeng, Zhiyuan Robotics, Lingchu Intelligent, Weifen Zhifei, Qiongche Intelligent and XsparkAI (Wujie Zhihang) — have signed cooperation intentions to be early integrators of Seedance 2.5.
新闻速递 小金 07月31日 14:30 19
英国能源部长：我与英国石油(BP.N)保持密切联系，并明确表示我的首要任务是在此次出售过程中确保工人和当地社区的安全。北海是一个重要的国家资产，我们将采取务实的方式。
新闻速递 小金 07月31日 14:30 24
UK energy minister said he is in close contact with BP and that his primary priority in the ongoing sale is safeguarding workers and local communities. He described the North Sea as a key national asset and said the government will adopt a pragmatic approach.
英国能源部长：石油和天然气将在未来几年内成为我们能源组合的一部分。
新闻速递 小金 07月31日 14:30 18
UK energy minister said oil and gas will remain part of the UK's energy mix over the coming years.
新闻速递 小金 07月31日 14:30 15
【千问已在特斯拉车机内测】金十数据7月31日讯，据媒体报道，豆包大模型助手已接入部分特斯拉新车中。而多位知情人士透露，千问也早已进入特斯拉中国车机的深度测试阶段，上车在即。据上述知情人士透露，千问目前已经在特斯拉真实车机环境下完成大量的上车测试工作，“能听能答、能控车、能导航、能办事”都已经在计划内。未来，千问在特斯拉车机上能提供的能力，可能远超单一“语音助手”的定义。对于千问何时正式上车特斯拉，截至目前，阿里云与特斯拉中国均未作出正式回应。
Media reports say Doubao large-model assistant is already integrated into some new Teslas. Several people familiar with the matter say Alibaba’s Qianwen has entered advanced testing on Tesla China’s in-car systems and onboarding is imminent. Sources say Qianwen has completed extensive real-vehicle on-board tests in a live car environment and can listen and respond, control vehicle functions, provide navigation and handle tasks; its eventual capabilities may exceed a conventional voice assistant. Alibaba Cloud and Tesla China have not issued a formal response on timing of deployment.
TD Cowen raised its PT on Amazon (AMZN.O) to $350 from $340.
新闻速递 小金 07月31日 14:20 13
消息人士称，阿布扎比国家石油公司以5.9亿美元购买5艘二手超大型原油运输船。
Sources said Abu Dhabi National Oil Company bought five second-hand VLCCs for $590 million.
鸿海旗下VisionBay.AI：在台湾地区推出由英伟达HGX B300系统驱动的5MW人工智能集群。
阿塞拜疆央行：将2026年底通胀预期上调至6.1%，此前为5.9%。
Azerbaijan central bank raises end-2026 inf forecast to 6.1% from 5.9%.
新闻速递 小金 07月31日 14:20 14
摩根大通：将Reddit(RDDT.O)目标价从200美元下调至185美元。
新闻速递 小金 07月31日 14:20 16
JP Morgan cuts Reddit (RDDT.O) PT to $185 from $200.
亚马逊股价在Tradegate交易平台上涨10.2%，因其季度云收入增长超出市场预期。
Amazon shares rose 10.2% on Tradegate after the company's quarterly cloud revenue exceeded estimates.
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