伊朗外交部发言人巴加埃：与阿曼就航线达成协议不足以重新开放霍尔木兹海峡，只要美国的“侵略”持续，局势将保持不变。

China Real Estate Index System (China Index Academy) says July average new-home price across 100 cities was 17,229 yuan/sqm, up 0.26% MoM and 2.09% YoY. New supply of higher-quality projects in Shanghai, Shenzhen, Hangzhou, Chengdu and Hefei drove a structural MoM gain in core cities, while the broader market still shows contracting supply and divergent demand. By cohort, tier-1 new-home prices rose 0.63% MoM (5.40% YoY), tier-2 rose 0.14% MoM (1.85% YoY), and tier-3/4 fell 0.07% MoM (-2.41% YoY). Thirty cities: 27 posted MoM gains, 64 declined, 9 unchanged.

Abdullah Bandar Al-Etabi, assistant professor of international affairs at Qatar University, said it is too early to judge the direction after Trump’s latest Iran remarks. Both sides remain entrenched and Iran has not softened its stance on the Strait of Hormuz, so the risk of broader conflict persists. Recent developments have, however, bought diplomatic time for Iran to pursue arrangements with regional states over the Strait and for diplomacy to restart.