伊朗安全官员：特朗普忘了，霍尔木兹海峡在美国诞生之前数千年，就一直属于伊朗。

Renewed U.S.–Iran tensions pushed oil higher and stoked speculation the Fed may need to raise rates to curb inf. The two‑year U.S. Treasury yield, most sensitive to rate moves, briefly rose 3bps to 4.24%, its highest since Feb 2025; the 10‑year rose 3bps to 4.59%. Swap markets now price a near‑certain chance of a September Fed hike versus about 66% a week ago. Market sensitivity to Iran developments has increased after weekend attacks and strikes on Russian refineries.

Zhongji Xuchuang said on July 12 that industry demand for 1.6T in 2027 remains strong and within its previously expected quantity range, and that customer count has increased. 800G demand is rising more sharply than earlier expected. The company has not observed an overall drop in customer demand; 1.6T volumes for next year are broadly unchanged versus prior forecasts but have shifted structurally — some customers reduced orders while new cloud and AI large‑model customers increased 1.6T demand.