CENTCOM said on Aug. 3 U.S. forces continue strict enforcement of a maritime blockade on Iran. As of that date they had diverted the routes of 44 commercial vessels, disabled two vessels and boarded and inspected two others.

卡塔尔外交部：卡塔尔副首相兼外交大臣分别与阿联酋副总理兼外交部长、沙特外交大臣、科威特外交大臣、阿曼外交大臣、巴林外交大臣进行了电话通话。通话期间，各方回顾了合作关系以及最新地区局势，特别是为缓和紧张局势、加强该地区安全与稳定所开展的外交努力和联合协调行动。

Huatai Securities says China’s technology market is now closer to a "trading bottom emerging." Rationale: 1) correction space has become ample, with core themes retracing into oversold ranges typical of high-elasticity sectors; 2) domestic and offshore leveraged trading funds have largely cleared out, reversing all Q2 inflows, and US hedge funds and Korean leveraged positions have contracted from extreme levels; 3) recent selling pressure remains heavy and no major new buying has appeared. The critical window for a sustainable rebound is late August, when interim results, NVIDIA’s earnings and redemption pressures will jointly determine whether tech can start a new primary advance. Positioning: keep dividend names as base holdings; in a tech rebound prioritize semiconductor equipment and other names with high earnings certainty; for non-core exposure focus on stocks with mid-year report improvement, such as brokerages and innovative drugmakers.