Domestic News:
1. The National Medical Products Administration and the National Healthcare Security Administration jointly inspected pharmacies and medical institutions.
2. The Long March 5 Y14 rocket arrived in Wenchang and will carry out the Chang'e 7 lunar probe launch mission.
3. The General Office of the CPC Central Committee and the General Office of the State Council issued an opinion on improving the system for managing natural resource assets.
4. The State Council recently issued the "15th Five-Year Plan for National Health": By 2030, the average life expectancy will reach 80 years.
5. The State Council approved the "15th Five-Year Plan for Expanding Consumption": The goal is to reach approximately 60 trillion yuan in total retail sales of consumer goods by 2030.
6. Li Qiang chaired a symposium with economic experts and entrepreneurs to solicit opinions and suggestions on the current economic situation and the next steps in economic work.
International News:
1. Market pricing indicates that the expectation of at least one Fed rate hike by September has been almost fully priced in, and two rate hikes by the end of March next year have been fully priced in. 2. Meta Platforms pledges an additional $40 billion investment in its large data center campus in Louisiana, USA.
3. South Korea's semiconductor boom has generated a record tax revenue boost, with the South Korean government raising its 2027 tax revenue forecast to 500 trillion won ($331.6 billion), far exceeding the previous forecast of 412.1 trillion won.
4. OPEC's monthly report: Lowered its 2026 global oil demand growth forecast to 780,000 barrels per day (from the previous forecast of 970,000 barrels per day), and raised its 2027 global oil demand growth forecast to 1.94 million barrels per day (from the previous forecast of 1.73 million barrels per day).
5. Middle East Situation—
① Iranian Foreign Ministry: The memorandum of understanding with the United States has entered a "crisis" phase.
② Iran lifts export ban on petrochemical products.
③ Trump: Immediately reinstates the blockade against Iran, imposing a 20% fee on cargo shipments.
④ Iran: The Strait of Hormuz remains closed.
⑤ Yemen's capital's international airport was attacked.
⑥ Britain designates Iran's Revolutionary Guard as a terrorist organization.
⑦ Trump: We may be responsible for managing the Strait of Hormuz in the future.
⑧ Dubai plans to build a new port to bypass the Strait of Hormuz.
