7.30 Evening Research Report Highlights

English summary

### 7.30 Evening Research Report Highlights

Time: 2026-07-30 21:56:25

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20260730 Post-Market News Summary

AI

1. Models

① OpenAI's net new ARR revenue in July exceeded the total new additions for the entire second quarter.

② The Dream Video Model Seedance 2.5 is expected to launch on Jimeng on the first opportunity this Friday (July 31).

2. The EU plans to invest $11.4 billion to build 7 AI super factories and has signed letters of intent for hardware supply with companies such as NVIDIA.

Other

1. The Korea Exchange is considering a temporary ban on short selling; sources responded that currently only technical feasibility has been confirmed.

2. Unitree Robotics: The initial inquiry date is August 5, and the online and offline subscription date is August 10.

[Caitong Strategy Xu Jin...]