伊拉克北方炼油公司：拜吉石油综合体内炼油厂发生的火灾未影响生产。

渣打仍维持对全球股票和美股的超配判断，但支撑行情的力量已经不像此前那样全面。其股票—债券模型在7月将权益超配幅度从24%下调至16%。 其中，经济数据、企业盈利上调和PMI新订单等基本面因素仍然偏强；但估值已不再便宜，市场技术面和上涨广度也由助力转为中性。 全球约85%的股票市场仍站在200日均线上方，但净上涨股票比例升至历史均值上方1.4个标准差， 意味着短期继续单边扩张的空间正在收窄，多头逻辑正在从盈利、估值、流动性和技术面的共同推动，收窄为主要依赖盈利兑现。 渣打模型给出的熊市概率仍不高，标普500约为12%，MSCI全球指数约为18%；但一旦实际收益率继续上升，或盈利预期停止上修，市场的缓冲空间会明显下降。

CHINA STATE PLANNER and the National Energy Administration issued a plan to preliminarily build a new power system by 2030, targeting non‑fossil sources to supply 50% of electricity generation. The plan calls for a secure, low‑carbon, resilient and smart grid, stronger supply capacity and improved system flexibility to keep power adequacy at reasonable levels for economic and social needs. It aims to enable high‑level integration and utilization of renewables—accommodating more than 2.8 billion kW (≈2,800 GW) of new energy capacity—and to build charging infrastructure to support over 110 million electric vehicles. Institutional reforms include more complete system mechanisms and the basic establishment of a nationwide unified electricity market.