日本首相高市早苗：从能源安全角度出发，我也表达了对曼德海峡当前局势的担忧，并要求伊朗向胡塞武装施加更强力度，促使其保持克制。

Seema Shah, chief global strategist at Xin'an Asset Management, said today's CPI print plus weak July jobs should cool expectations for a September Fed hike but do not eliminate the risk. Unless August inflation also shows muted price pressures, a September move remains a material possibility. With the Strait of Hormuz still closed, energy supply upside to inflation is a lingering risk; the baseline view is that the Fed will hold rates this year, but continued supply disruption would keep intra‑year hike risk alive. Shah also flagged AI-driven inflationary pressures as a non-negligible upside risk.

韩国KOSPI指数延续涨势，最新上涨3.5%，报6569.26点。