据伊朗学生通讯社：国际原子能机构总干事格罗西称，将伊朗丰度较高的浓缩铀库存转移至国外是一项“困难重重但并非不可能”的工作。

以色列央行行长Yaron：随着通胀预期下降，这有利于采取更具扩张性的货币政策，且政策调整步伐可相应加快。

China International Capital Co maintains its annual outlook for H2: international order reconfiguration and China’s industrial-innovation trend remain the primary drivers of this cycle’s upside and China-asset repricing, and those conditions are intact. The A-share market is therefore better positioned for a long, steady advance than a rapid rally. With investor risk appetite and bullish expectations elevated, CICC flags H2 focus on external conditions and global cyclical sectors—especially AI—and on liquidity/flow dynamics. Overall valuations are reasonable but there are pockets of overvaluation; guard against sectoral fragility and volatility risk.