US TREASURY SECRETARY BESSENT: A SWAP LINE IS NOT A BAILOUT

President Trump met top energy executives at the White House to discuss the energy impact of the Iran war and broader market conditions, Axios reports. Attendees included Chevron CEO Mike Wirth, alongside officials such as Chief of Staff Susie Wiles, Treasury Secretary Scott Bessent, and envoys Steve Witkoff and Jared Kushner. Discussions covered domestic production, Venezuela, oil futures, natural gas, and shipping. The administration noted frequent engagement with industry leaders as U.S. gasoline prices rose to $4.18 per gallon, the highest since 2022, amid Strait of Hormuz disruptions and global supply uncertainty. While measures like Jones Act waivers were introduced, options remain limited. The supply shock is tightening markets but boosting U.S. oil and LNG export prospects.

美股开盘，道指涨0.04%，标普500指数跌0.07%，纳指跌0.28%。恩智浦半导体(NXPI.O)涨21.7%，Q2业绩指引强劲。受此带动，安森美半导体(ON.O)涨6.4%，微芯科技(MCHP.O)涨4.8%。慧荣科技(SIMO.O)涨35%，Q1业绩及Q2指引全面超预期。