MOFCOM said the U.S. FCC move to add foreign power inverters and advanced robotics equipment to a 'covered list' targets goods that are normal international commodities and that trade benefits all parties, including the U.S. It accused Washington of overbroad national-security claims and of using administrative powers to disrupt normal commercial transactions and push decoupling and supply‑chain severing, described the measures as market‑distorting unilateral bullying, urged immediate revocation

China International Capital Co said the Fed left rates unchanged at its July meeting but internal hawks strengthened, with three voting members favoring a 25bp hike. The note highlighted a policy shift: Wosh sought to reduce direct intervention and rely more on market-driven rate increases, effectively "outsourcing" part of the tightening process to markets. With inflation still above target, CICC warned this could erode confidence in Fed credibility. After the meeting long-end U.S. Treasury yields jumped and the curve steepened, signalling investors are starting to price higher long-term inflation and policy risk. CICC said if employment or inflation data surprise to the upside, markets will likely raise odds of a September hike and may start pricing a risk that the Fed acts "too late," which would push long rates higher and increase downside pressure on risk assets.

据AXIOS：以色列官员称，美国副总统万斯周二与以色列总理内塔尼亚胡会面。美国国防部长赫格塞思今天将与内塔尼亚胡会面。