Russian Defence Ministry said Russian armed forces carried out two large-scale strikes and 12 saturation strikes against defence-industry enterprises and logistics centres over the past week.

重要新闻 1. 知情人士透露，如果未来几周公布的通胀数据表现强劲，且市场对借贷成本上升的预期升温，美联储主席沃什将准备在9月会议上加息。 2. 据阿拉比亚电视台：阿曼与伊朗很快将就霍尔木兹海峡过境走廊发表联合声明。 3. 美国至8月1日当周初请失业金人数 19.9万人，预期20.2万人，前值由19.7万人修正为19.8万人。 个股新闻 1. 派拉蒙(PSKY.O)：英国竞争和市场管理局（CMA）批准了派拉蒙天舞收购华纳兄弟的交易。 2. 闪迪(SNDK.O)第四财季营收同比增长372%至89.7亿美元，调整后每股收益为39.25美元；公司预计第一财季营收将在103亿至108亿美元之间，有望同比大增359%。 3. Alphabet(GOOG.O)启动10部分美元投资级债券发行，期限从2年至40年不等，至多筹集250亿美元。 4. 西部数据(WDC.O)第四财季净营收同比增长44%至37.5亿美元，调整后每股收益3.56美元；预计第一财季营收40亿至42亿美元。 5. 台积电(TSM.N)为应对苹果A20 Pro处理器的需求，正全力拉升2nm产能，但因DRAM短缺，堆积了价值10亿美元的苹果处理器，需等待DRAM到货后才能完成最后封装。

U.S. initial jobless claims rose 1,000 to 199,000 in the week ended Aug. 1, below the 202,000 consensus, keeping labor-market resilience intact. Claims have fallen sharply since an early-June spike, though some of the decline may reflect seasonal-adjustment challenges over the summer. Separately, announced corporate layoffs in July fell to a two-year low, concentrated in the tech sector; there is no sign yet that AI infrastructure build-out is triggering broad job losses, and layoffs remained low despite oil-price shocks from fighting involving the U.S., Israel and Iran.