宝马首席财务官：第二季度核心利润率为2.3%，其中包括1.25个百分点的关税负担，以及来自中国业务整合的1.2个百分点。

Deutsche Bank said the Fed’s decision to hold rates and limited detail from the Fed chair prompted a sharp steepening of the US Treasury yield curve, lifting the 30-year yield to 5.20% and pressuring equities. The S&P 500 posted its worst single-day drop in seven weeks, closing down 1.52% after wide intraday swings — down more than 0.5% ahead of the FOMC, briefly rallying during the chair’s press conference, then plunging in the final hour. Tech weakness, including a 5.33% collapse in the Philadelphia Semiconductor Index, dragged the Nasdaq-100 down 2.06% and into a technical correction, about 11.3% below its early-June peak. Asian and European markets were mixed.

According to Axios, President Zelenskiy has asked U.S. President Trump for an emergency winter aid package including Patriot interceptor missiles, saying Ukraine’s Patriot interceptor stocks are nearly exhausted and no longer reliably stop Russian ballistic missiles — a major factor in recent defence failures. He warned that if the shortage is not fixed before winter, Russia could destroy Ukrainian power plants and leave millions without heating. Zelenskiy said Trump had agreed to grant Ukraine a U.S. production license for Patriot interceptors, but large-scale manufacture would take 1–5 years and cannot meet current needs; he requested 300 interceptor missiles before winter. He added U.S. Patriot inventories have been strained by the war with Iran, complicating transfers to Ukraine.