美国宣布了一项总额为8.74亿美元的半导体研发投资意向书。

A Reuters survey of 29 analysts and traders over the past three weeks shows forecasters trimmed gold price forecasts for the first time since end-2023 after a sharp retreat from January’s record high. The median 2026 forecast is $4,509/oz, down from $4,916 three months earlier and marking the first quarterly downgrade in 11 quarters. The 2027 forecast averaged $4,610/oz, versus $5,100 in the prior survey. Most respondents still expect central bank buying and fiscal-sustainability concerns to provide support. Gold hit a record $5,595/oz in January but plunged in Q2 as the Iran war intensified energy-driven inflation and lifted rate-hike expectations, producing the worst quarter since 2013; spot gold is down about 22% since the conflict began.

Iran's deputy foreign minister warned that allowing vessels to transit the southern channel of the Strait of Hormuz would render Iran's sovereignty over the strait illusory.