道琼斯指数7月15日（周三）收盘上涨150.25点，涨幅0.29%，报52658.52点； 标普500指数7月15日（周三）收盘上涨28.85点，涨幅0.38%，报7572.44点； 纳斯达克综合指数7月15日（周三）收盘上涨162.22点，涨幅0.62%，报26269.23点。

German sovereign wealth fund Kenfo will raise its private markets allocation to 30% from 25% over the next two years and reduce private‑equity exposure, its annual report shows. The fund plans to expand real estate and infrastructure holdings. Kenfo flagged recent private‑equity underperformance and said it will adopt a more cautious stance; some investors have cut PE amid higher rates and AI‑related challenges to software investments. Kenfo trimmed US Treasury holdings from about €600m a year earlier to roughly €200m at end‑2025, then added more than €500m by end‑June. CEO Anja Mikus said the fund does not plan to stop investing in government bonds, noting yields of up to 2.8% are above many other sovereign bonds and that it will maintain flexibility.

CENTCOM said on July 15 local time US forces enforcing a maritime blockade in the Arabian Gulf disabled a commercial tanker attempting to sail to Kharg Island. The Curaçao-flagged M/T Belma, operating in international waters, ignored repeated warnings and attempted to breach the US blockade. A US aircraft fired a Hellfire missile at the ship’s funnel, rendering it unable to navigate and halting its voyage to Iran. CENTCOM said that since the blockade was resumed at 1600 ET on July 14, US forces guided two cooperating merchant vessels to change course within the first 24 hours and disabled one non‑compliant ship. US forces will remain on alert to ensure the blockade is enforced.