美国贸易代表格里尔：我们更愿意与各国就确保航空航天供应链进行谈判，232条款调查由商务部处理。

JP Morgan says strong Q2 results from large Wall Street banks—driven by trading and investment-banking fee beats—lift optimism ahead of Europe’s IB reporting season. US bank managements report ample M&A and financing deal pipelines and continued underlying activity, supporting near-term fee revenue. JP Morgan highlights valuation gap: Goldman and Morgan Stanley trade around 15x 2028 expected EPS versus roughly 8.5x for European peers, leaving scope for a re‑rating and potential upward revisions to EPS consensus, said Kian Abouhossein, co‑head of JP Morgan global banking research. The bank remains constructive despite an expected slowdown in H2, noting persistent market uncertainty should continue to support trading revenues while IB deal backlogs stay healthy.

Lithium carbonate most-active futures contract up 2.00% intraday at 143,160 yuan/ton.