Nissan CFO says impact of Middle East conflict on profits is now expected to be slightly larger than previously forecast, driven by higher logistics costs and the loss of some aftersales revenue.

7月31日，巴菲特指数（沪深300市值/GDP）回升至89.3%，7月下旬以来陷入震荡；股债性价比指标——沪深300指数股权风险溢价（ERP）微升至5.25%，7月以来基本保持在5.2%附近波动，处于2024年10月以来波动区间下端，暗示目前股市相对国债收益的优势一般。 -------- 注：1、巴菲特指数是通过将股市总市值和GDP来比较，判断目前股市是否高估，通常70-100%为正常估值，低于该区间为低估，高于该区间为高估。 2、沪深300指数风险溢价（ERP）主要对比沪深300收益和国债收益率，统计近10年数据可以发现该指标和股指有明显反向关系，每次股市都处于底部区域时，风险溢价均超过6%，也就是当ERP≥6%，股市有投资性价比，而当ERP≤4%时，则股市往往接近或处于阶段性高点，投资性价比低甚至要小心回调风险。

Iran foreign ministry spokesman BAGHAEI said the Strait of Hormuz "will never revert to pre-war status." He said talks with Oman are bilateral and concern mechanisms to protect each side's interests, not the opening or closing of the waterway. BAGHAEI blamed the strait's closure on "US sabotage and an American maritime blockade," and said Iran will act according to national interests and will not be swayed by threats or media pressure.