【期货热点追踪】USDA意外下调玉米库存、大豆预期增量落空！美豆期货三季度会迎来大反弹吗？点击阅读。

美国中央司令部：美国军队已做好准备，确保商业航运的航行自由得以维持。

Chen Guo, deputy director and chief strategist at Eastmoney Securities, says conditions for a Q3 rebalancing in China’s stock market are in place as leadership shifts from single to multiple drivers. Previously oversold assets—notably some high-quality blue chips hit in mid-to-late June panic selling—could recover first. Recommended sector exposure: non-bank financials, innovative drugs, internet, consumer staples, gaming, coal and lithium batteries. Thematic focuses: commercial space and robotics. Medium-term preference remains domestic AI-chain real‑tech leaders.