๐ Global & Macro: The IMF warns that a withdrawal of AI-related investment could reduce global GDP by 1.1% by 2028, highlighting the risk that a sharp pullback in AI spending may weigh on growth prospects.
๐ฆ RWA & Institutional: A-share banking stocks gained strength as interim dividend plans from listed banks exceed 260 billion yuan. The sector’s rally reflects investor confidence in bank profitability and shareholder returns.
โก Crypto & Markets: The Bitcoin Lightning Network Development Kit (LDK) has fixed a vulnerability that could put funds at risk of theft. Production environment users are advised to upgrade immediately to ensure fund security.
๐ก Key Takeaway: Bank dividend strength signals confidence in traditional finance, while IMF’s AI warning and crypto security patch underscore growing macro and infrastructure risks.