以色列国防军：周六晚上，一名以色列国防军官员在南黎巴嫩的行动中受了中等程度的伤。 该官员已被撤离至医院接受治疗，家属已被通知。

【品种交易逻辑】夏季检修不及预期叠加下游玻璃持续冷修，纯碱高库存压制何时能够缓解？美豆产区降雨挤出天气升水，国内豆粕持续累库重压之下路在何方？生猪、铁矿石、SC原油等热门品种需要关注的重点有哪些？点击阅读文章。

Huatai Securities says Q2 2026 fund holdings in the Chinese auto sector fell to 1.65%, the lowest since 2021, while sector valuations sit below the 15th percentile of the past five years—positioning and valuation both at relative historical lows. The report attributes the rapid de-risking mainly to a slide in domestic demand that cut earnings expectations, and to AI thematic flows that accelerated selling, concentrating cuts into one quarter. All four core sub-sectors saw cuts with clear dispersion: passenger cars were cut deepest and show the weakest fundamentals; commercial vehicles have improving profitability but display the largest divergence between heavy holdings cuts and price declines; auto parts were most resilient, with some stocks showing independent alpha and receiving buys; motorcycles and other were the only overweight sub-sector. Huatai judges downside may be limited and that upside depends on a fundamental inflection; key catalyst to monitor is improvement in domestic sales by end-Q3. Preferred exposures are export-strong commercial vehicle chains, the motorcycle sector, and auto-parts names with idiosyncratic alpha.