US initial jobless claims for the week ending Aug 1: 199,000 vs. expected 202,000; prior week revised to 198,000 from 197,000.

Data from a private fund tracker show Chinese equity private funds raised exposure for four consecutive weeks since June 26, with a position index up a cumulative 2.12% to 84.12% as of July 24 — the highest in roughly 220 weeks; the index last exceeded 84% in early April 2022. Managers with positions >80% now account for 70.43%; low-position (20–50%) and cash-heavy (80%, signalling large managers are leading with high net equity exposure.

据沙特媒体哈达斯（Alhadath）：高级消息人士称，伊朗和阿曼就霍尔木兹海的重新开放达成初步共识，协议可能在几天内宣布，协议仍需伊朗国家安全委员会的批准，协议将持续60天，旨在恢复航行。