据国际文传电讯社：俄罗斯国防部称，俄罗斯军队使用无人机打击基辅地区的物流中心。

A draft law titled Strategic Action to Ensure Security and Sustainable Development of the Strait of Hormuz and Persian Gulf is under review by Iran’s National Security Council, Parliament presidium member Salimi said. Key provisions would bar vessels from the United States, Israel and other hostile states from transiting the Strait of Hormuz; ban Israel-linked cargoes, military or civilian, from transiting the area; and bar passage for ships or cargoes that have taken part in operations against the resistance front. The draft would prohibit countries and individuals that have caused damage to Iran from transiting the Strait or Persian Gulf until they compensate for losses. Violations would carry penalties, including fines up to 20% of cargo value. The government would work with the armed forces on navigation guidance, vessel traffic monitoring and security and environmental protection in the Persian Gulf. The draft remains at expert review and Parliament has asked experts to submit revisions.

7月黄金价格基本持平，但黄金ETF重新录得资金流入，其中欧洲基金领跑。更值得注意的是，这轮流入发生在德国实际国债收益率升至15年高位之际。 历史上，欧洲投资者在实际利率为正时通常会降低黄金配置，因为无息黄金的机会成本上升。此次资金行为打破了以往规律，可能意味着 欧洲资金正在重新评估黄金的配置价值，也可能与区域股票轮动或金价大幅回落后的估值吸引力有关。 不过，世界黄金协会并未确认资金流入的具体原因，单月变化也不足以证明长期趋势已经形成。接下来应观察欧洲ETF流入能否延续，以及它是否继续无视实际利率上升。