德国选择党主席魏德尔：我们需要与俄罗斯保持良好关系，尤其需要与美国保持良好关系。现在我们看到，美国正在向莫斯科派遣代表，在莫斯科和基辅之间进行斡旋。这原本可能是德国可以发挥的作用。

Iran's Fars News reports at least three tankers and energy-transport vessels diverted and returned after receiving warnings from the Islamic Revolutionary Guard Corps while transiting south of the Strait of Hormuz.

CITIC Securities says whether the Fed hikes in September is not decisive for long-end rates or equity direction. In an era of rapid AI development, demand for government bonds as a traditional safe asset is likely structurally declining; the sell-off in US and European sovereigns reflects economic and market dynamics, not a reliable signal for near-term equity moves. Overall, markets remain range-bound; investors should not panic over overseas rates or overreact to stronger-than-expected market responses to rate moves. The deeper driver of widening long-end domestic-foreign spreads is a capital supply–demand mismatch; with cross-border goods trade facing greater friction, resolving the impasse may depend on outbound financial flows.