Iranian foreign minister Araghchi spoke by phone with Pakistan army chief Field Marshal Asim Munir. They discussed recent regional developments and "effective strategies to strengthen peace, stability and security in West Asia".

市场消息：俄罗斯国家原子能公司（Rosatom）正陆续安排工作人员返回伊朗布什尔核电站。

Galaxy Securities expects short-term equity indices to remain choppy as offshore volatility and onshore positioning disruptions drive repeated swings, with sector-level rebalancing ongoing. External shocks are seen as episodic; domestic policy signals and core industry trends are intact. For the back half of Q3 the firm forecasts a recovery driven by structural rotation and advises focusing on policy-led themes and sectors where demand and earnings are being validated. Near-term market catalysts: U.S. macro — Q2 GDP second estimate, July core PCE and a Fed chair speech at Jackson Hole; tech earnings — NVIDIA’s report as a barometer for global AI capex expectations; A-share mid-year results nearing completion, with China industrial enterprise profits due next week providing a macro gauge of earnings repair and a window for stock-specific alpha; industry calendar — 2026 Wenchang International Aerospace Forum for aerospace-sector signals.