欢迎进入链接网页右侧下载本周财经数据与事件精美周历壁纸：今日公布中国7月M2货币供应年率、欧元区8月Sentix投资者信心指数。

Yemen military sources said air defences shot down six Houthi armed drones attempting to strike Mocha port.

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.