巴基斯坦总理办公室和军方分别在声明中表示，伊朗部长会见巴基斯坦陆军参谋长和总理。

Brent crude rose 4.1% to $94.72/bbl in European morning trade, a near seven-week high, while WTI gained 4.1% to $87.78, after Trump downplayed the likelihood of immediate talks with Iran. Market sources said transits through the Strait of Hormuz have fallen sharply and many tankers are rerouting via the Bab el-Mandeb. Reported attacks on tankers at Black Sea ports prompted the Caspian Pipeline Consortium to suspend shipments from Kazakhstan and stop receiving Kazakh crude. ING said Brent slightly above $91 looks undervalued given renewed Persian Gulf supply disruptions, Red Sea risks to Saudi exports and Black Sea developments, especially if outages persist into August.

Chengdu municipal government published an AI+ action plan targeting the AI core industry to exceed CNY260 billion by 2027 with growth above 30%. The plan launches a “double‑100” programme—100 innovation products and 100 demonstration application scenarios—and aims to produce 20 benchmark application scenarios annually. Penetration of new‑generation smart terminals and intelligent agents is targeted above 70% by 2027 and above 90% by 2030, with AI broadly integrated across city industries by 2030.