斯蒂费尔：特斯拉(TSLA.O)第二季度盈利能力走弱，毛利率降至16.8%，调整后EBITDA未达预期。尽管如此，仍对FSD和Robotaxi持乐观观点，并将订单积压增长及Model Y L的推出视为关键的长期催化剂。

市场消息：以色列官员对特朗普在一周内第二次取消对伊朗的计划打击感到沮丧，称这种临时反转破坏了军事计划。以色列现在认为，特朗普更倾向于与伊朗达成协议，而不是升级冲突。

Russia said on Monday it is strengthening protection for vessels in the Azov–Black Sea region and developing alternative cargo routes following a recent escalation in maritime attacks between Russia and Ukraine. The transport ministry said hostile drone strikes on ships had heightened tensions in the Sea of Azov, prompting formation of a special task force to map new transport routes and divert some cargo to other modes. Several terminal operators have told authorities they can accept additional volumes within their operational capacity and accelerate cargo handling and shipment. The ministry said it will coordinate additional measures with the defence ministry to secure navigation and protect merchant vessels in the Azov–Black Sea area. Russia is the world’s largest wheat exporter; Ukraine is also a major agricultural exporter.