Ukrainian President Zelenskiy said US envoys sent by President Trump will hold separate talks in Moscow and Kyiv, with the Kyiv meeting expected within days, as Washington seeks to revive stalled Russia‑Ukraine negotiations. Zelenskiy did not name the envoys but said he has spoken with White House envoys Steve Witkoff and Jared Kushner, who are coordinating visit dates; he said US‑led peace talks have been largely stalled since February. Zelenskiy added Ukraine has made some progress using remot

【“非同寻常”的财报季：美国企业利润创纪录，美股估值警报升温】美国商务部第二季度数据显示，企业税前利润达到4.8万亿美元，占国民收入的17.9%，创下自1947年有记录以来的最高水平。税后利润也创下历史新高，占国民收入的比重升至14.6%。随着利润在国民收入中的占比上升，自20世纪90年代初以来，劳动报酬占总收入的比重持续下降，第二季度雇员薪酬占比降至60.2%，为1951年以来在经济总收入中所占的最低比重。这种结构变化可能是由生产率增长中较高的资本贡献所推动，本质上反映了技术投资周期加快。不过这也可能导致股票相对于其他资产的估值被推高。由诺贝尔经济学奖得主罗伯特·席勒创立的周期调整市盈率（CAPE）显示，标普500指数目前的CAPE处于历史第二高水平，仅次于2000年互联网泡沫破裂前达到的水平。Westwood Capital创始管理合伙人Dan Alpert表示：“CAPE已经到了令人担忧的水平。当投资者可以转向固定收益资产并获得相当可观的回报时，为什么还要在一个从估值角度看已经极度膨胀的市场中承担这种风险？这种局面终有一天会破裂。问题只是什么时候。”

Putin said Russia's current monetary policy cannot be characterized as overly tight and economic growth this year may exceed the prior 0.6% forecast. He said attacks on three oil refineries were foiled, repair work is progressing rapidly, and the remaining damaged refining capacity is expected to be restored soon. He said Russia does not intend to nationalize the refining sector and will strengthen air defenses at refineries to secure energy infrastructure. He dismissed reports of freezing Russian residents' savings as "stupid lies". On foreign relations, he said Russia supports restoring full ties with the United States, but that depends on Washington.