Kuaishou (01024.HK) shares fell over 10% after the company reported 1H adjusted net profit of 7.287 bln yuan, down 28.5% YoY.

JP Morgan now expects the BOJ’s next rate hike in September (previously October), adds a further move in December and raises its 2026 year‑end policy rate forecast to 1.5%. If the government’s fiscal stance does not change materially, JP Morgan projects additional hikes in April, July and December 2027, taking the year‑end policy rate to 2.25%. Markets have largely priced a September hike; a BOJ delay could raise volatility. JP Morgan’s underlying inflation gauge has risen into the mid‑2% range and fiscal expansion increases concern the BOJ is falling behind the curve; current policy rates remain low relative to economic fundamentals, implying a faster normalization path than previously assumed.

据沙特媒体哈达斯（Alhadath）：伊拉克国家安全顾问称，我们将继续推进武器管控并加强安全协议。不允许存在威胁邻国安全的武装团体。