汇丰：将思科(CSCO.O)目标价从137美元下调至120美元，评级从买入下调至持有评级。

加拿大6月批发销售年率 9%，前值7.4%。

US retail sales fell 0.6% in July on a nominal basis, the largest monthly decline in over a year, as weaker auto and online-store purchases pulled spending lower. Excluding autos and gasoline, sales declined 0.2%. The report suggests consumers lost some momentum after a strong 1H 2026; economists remain cautious after large one-off tax refunds early in 2026 and June’s personal saving rate fell to a four-year low.