The Financial Times reported BP (BP.N) is close to agreeing to sell its solar business LightSource to a Kuwait-backed investor group.

White House Press Secretary Levitt: President Trump will pay tribute to Lindsey Graham on Tuesday and will hold a cabinet meeting at Camp David next Friday.

International 1. Morgan Stanley: Expects the Fed to hold rates steady next week. 2. ING: The pound may fall further due to policy divergence between the Bank of England and the European Central Bank, and fiscal risks. 3. Capital Economics: The Bank of Japan may be more pessimistic about Japanese economic activity. 4. MUFG: Since the outbreak of the US-Iran conflict, the yen and the Swiss franc have been the worst-performing G10 currencies. 5. Morgan Stanley: The European Central Bank is expected to raise interest rates in September. 6. ING: A September rate hike by the European Central Bank seems inevitable. 7. Capital Economics: The European Central Bank has given almost no hints about its next move. 8. Capital Economics: The Gulf region's recovery faces new setbacks, affected by increased downside risks due to Iranian attacks. Domestic 1. CITIC Securities: Seize the valuation repair opportunity under the expectation of rising copper prices and the recovery in sentiment. 2. CITIC Futures: Maintain a cautious wait-and-see attitude in precious metals; short-term traders are advised to wait for a clear right-side entry opportunity. 3. CITIC Securities: The off-season is not weak, and the peak season is expected; lithium prices are likely to rebound from their lows. 4. CITIC Securities: Renewable energy is expanding in both quantity and quality, and non-electricity sectors such as green hydrogen are receiving stronger policy support. 5. CITIC Securities: New orders and performance in the domestic CRO/CDMO industry will accelerate in 2026, driving the CXO industry chain into a new development stage. 6. Huatai Securities: The red line for eliminating outdated photovoltaic capacity is becoming clearer. 7. Huatai Securities: AI agents are accelerating the expansion of inference computing power and storage capacity, further accelerating the localization of the self-reliant and controllable supply chain.