卡塔尔外交部发言人：伊朗所援引的文件是对安全风险的评估，并承认卡塔尔境内发生过袭击事件。

Germany July manufacturing orders, working-day adjusted, YoY +13.1% (consensus 10.5%; June +6.5%).

Data centers have been repeatedly targeted in the US‑Iran war, but Gulf sovereign funds and state firms are pressing ahead with large-scale AI infrastructure. An Abu Dhabi state-owned enterprise is advancing an AI park expected to add about 5 GW of compute capacity and said it implemented worker-protection measures during periods of intense fighting. PIF-backed Humain is seeking $2.5bn of initial capital from domestic and global investors to build Saudi data centers and plans more than 6 GW of compute; the company says projects remain on schedule despite the ongoing war.