Softbank CFO: We have not set a cap for Vision Fund II.

Softbank CFO: Considering the strong performance of the business and the industry, the valuation of ARM has been slightly raised.

Softbank CFO: The pace of investment is accelerating, but the investment threshold is very high.

Federated Hermes senior credit analyst and portfolio manager Filippo Alloatti: Italian bank tax could affect dividends and buybacks.

Ideal Automobile (LI.O) pulled up slightly before the market and then fell back. The decline was once narrowed to 0.32%, and it is now down 1.76%.

Li Auto (LI.O) expects third-quarter revenue of 32.33 billion yuan to 33.30 billion yuan.

SoftBank CFO: In the past five fiscal years, SoftBank has paid 2.6 trillion yen in taxes.

SoftBank CFO: SoftBank will do buybacks again at some point.

Sources: Italy expects to collect less than 3 billion euros from windfall tax on banks.

WTI crude oil fell to 81 US dollars / barrel, an intraday drop of 1.49%.

German 10-year yields fell 10 basis points to 2.5%.

The price of baseload electricity for next-day delivery in France rose by 18.4% to €87/MWh.

UBS: The market supply gap is expected to be about 2 million barrels per day in July and August, compared with about 700,000 barrels per day in June, and the supply gap in September may exceed 1.5 million barrels per day.

UBS: Oil supply is expected to remain tight in the coming weeks due to the extension of production and export cuts led by Saudi Arabia and Russia.

UBS: remains positive on oil prices and predicts that Brent crude oil prices will reach $90 a barrel by the end of 2023.

Gazprom: will continue to deliver gas to Europe via Ukraine, with 42.4 million cubic meters delivered on Tuesday.

France imported 58.767 billion euros in June, the previous value was 60.759 billion euros.