市场研究和情报公司IIR报告：沙特阿美在7月25日遭遇袭击后，已关闭其产能为40万桶/日的吉赞炼油厂，沙特阿美预计将于8月15日前完成修复并重启该炼油厂。

Chinese A-shares closed sharply lower: Shanghai Composite -1.16%, Shenzhen Composite -4.52%, ChiNext -7.35%, STAR 50 -6.33%. Turnover CNY 2.03 trln, down CNY 50.8 bln vs prior session. More than 2,700 stocks fell. C Changxin recorded turnover >CNY 44 bln, down >4%, market cap CNY 3.14 trln. Brain‑computer interface names extended gains; Chuangxin Medical logged three limit-ups in four sessions, Seili Medical and Nanjing Panda posted two consecutive limit-ups. Lithography stocks active in the morning—Zhangjiang Hi‑Tech, Bochang Optoelectronics, Yongxin Optical and Haili hit daily limits. Baijiu sector firmed, with Jinzhongzi Liquor at limit-up. AI hardware and related segments tumbled: CPO concept plunged—Cambridge Technology, Dongshan Precision and Guangxun Technology hit limit-downs; Xinyisheng, Yuanjie Technology and Zhongji Xuchuang fell more than 15%. Storage chip names were hit hardest: Xi’an Yicai hit a 20% limit-down, while GigaDevice, XinJieneng and Tongfu Microelectronics were among several stocks at limit-down.

SK海力士(SKHY.O)：由于内存供应面临挑战，智能手机和个人电脑的销售将进行临时调整。