据国际文传电讯社：俄罗斯外长拉夫罗夫表示，无法在乌克兰立即实现停火，只有在达成长期解决方案后才应宣布停火。

中国中冶：公司2026年1-7月新签合同额人民币4,474.6亿元，其中新签海外合同额人民币391.3亿元。

Goldman derivatives trader Shawn Tuteja says US equity sentiment reversed in two weeks from fearing the Fed, higher long‑end yields, geopolitics and supply to a 'either outcome is bullish' view on the September FOMC. Market reads a dovish‑leaning hike as stabilising the long end, and no hike as confirmation that strong earnings will broaden gains beyond AI. Client net exposures are at the 67th percentile over the past five years and total exposures at the 89th; SPX single‑day call volume hit a record ~4.0m contracts. Tuteja does not predict a large index decline but warns that when both policy outcomes are pre‑priced as positive, market cushioning against a hawkish surprise or renewed long‑yield upside is reduced, raising complacency risk.