摩根士丹利：将人工智能芯片制造商Cerebras Systems的目标价从273美元上调至279美元。

美国和伊朗于6月17日签署14点谅解备忘录，确立停火并设定60天期限谈判永久结束战争。然而数周内，协议因冲突再度升级而出现裂痕。备忘录虽宣布停止敌对行动并开放霍尔木兹海峡供商船通行，但关键条款措辞模糊，双方互相指责违约。主要争议条款如下： 第5条（霍尔木兹海峡）：规定保障商业自由通行，但解释存异。德黑兰认为该条款意味着美方承认伊朗对整条水道的管理权，且伊方仅同意免收通行费两个月；美方则坚持文本仅要求伊朗确保安全通行，不得强制执行限制或征税。 第10条（石油与制裁豁免）：美方同意发放豁免，使伊朗能够出口原油、石油产品及相关服务，包括国际银行、保险和航运支持。 第11条（解冻金融资产）：美方承诺使伊朗被冻结资金和受限资产“完全可供使用”，具体机制将在谈判中商定。 由于双方未展开直接外交对话，且短期内无望就最终解决方案取得实质进展，该备忘录于本周日到期后的前景仍充满不确定性。

An 83% majority of 69 economists polled expect the ECB to raise the deposit facility rate by 25bps to 2.50% in September; 80% expect the rate to remain at 2.50% through year‑end and 63% expect it to stay at or above 2.50% until Q3 2027. The share anticipating a September hike rose to 83% from 72% before July’s meeting and 65% in June, reinforcing consensus that June’s increase could be followed by another move. Nomura says sustained higher oil prices raise the risk of second‑round inflation effects; while the ECB can wait to see those effects it can also act preemptively, and a single small hike would look like a mere tweak—making a follow‑up move likely. Given June’s obvious choice, Nomura judges another rate rise highly likely.