SAP SE(SAP.N)股价盘前上涨2.4%，因受Salesforce、CrowdStrike财报影响。

Canada and the US saw talks collapse at the 11-TH HOUR. The US has imposed 50% tariffs on $20 billion of Canadian goods; Canada will levy equivalent retaliatory tariffs from Sept. 8. An Angus Reid Institute survey shows Canadians began curbing US purchases after the US tariff threat in July: 40% of grocery shoppers and 39% of alcohol buyers say they now check country of origin and largely choose Canadian or other non‑US products; 52% say they probably or definitely will not buy US cars, 60% say they will not buy US liquor, and more than 70% say they will not buy US eggs and dairy.

KPLER chief analyst Sumit Ritolia said Middle East refining capacity is around 7.3 mln bpd versus 9.9 mln bpd in February 2026, driven by damaged refineries and constrained shipments through the Strait of Hormuz. KPLER expects gradual improvement from Q4 2026 but sees pre-war capacity unlikely to return before Q2 2027. Short-term recovery is logistics-driven; full normalization requires repair of damaged capacity. The base case assumes transport disruptions persist through 2026, easing only late in Q4, after which remaining damaged capacity will be the main constraint until about Q2 2027.