意大利6月季调后零售销售月率 -0.1%，前值0.20%。

Mona Yacoubian, director of the Middle East program at the Center for Strategic and International Studies, said repeated instances in which the Trump administration escalated threats but then held fire have led Iran to conclude it holds the upper hand in the confrontation. She identified a recurring pattern—military escalation, announced but unrealized diplomatic breakthroughs, then a return to threats—that reinforces Tehran’s perception. Yacoubian added the latest U.S. strike was likely delayed after Gulf allies warned further escalation could prompt Iran to target regional infrastructure and energy assets.

ChiNext rose over 3%; Shenzhen Component up 1.7%. More than 3,600 stocks advanced market-wide. Leading sectors: compute-capacity leasing, semiconductors and pharmaceuticals/biotech.