黎巴嫩真主党：政府必须停止与以色列的直接谈判，并向安全理事会提出紧急投诉。

Guojin Securities warns markets have focused on macro tensions and may have overlooked AI supply‑chain shifts; while investors debate AI’s path, non‑AI real assets and export sectors could become the primary market driver. The firm says the commodity rebound is established and the energy+metals complex is shifting from the downtrend since March into a broad upswing. Preferred resource ranking: non‑ferrous metals (gold, copper, aluminium) first, then energy (coal, oil and petrochemicals). Watch construction machinery, power‑grid equipment and refining/petrochemical stocks as demand from southern markets aligns with Chinese manufacturing. High‑dividend, low‑volatility, stable cash‑flow dividend names are likely targets for absolute‑return investors’ reallocation.

WTI原油站上78美元/桶，日内涨2.16%，布伦特原油涨2.4%，报83.5美元/桶。