甲骨文(ORCL.N)美股盘后涨超5%。

Moneyfarm investment director Richard Flax said UK GDP rose 0.4% in July, above economists’ zero-growth consensus. Tech-related activity was strong and offset weakness in other sectors. Flax warned that rising energy costs, supply-chain disruption and heightened Middle East tensions leave investors uncertain whether the outperformance will persist and translate into broader gains in corporate confidence and investment for the remainder of the year.

Even partial Houthi disruption of Bab el-Mandeb has already had material market impact. Since late-2023 Houthi attacks in the southern Red Sea and Bab el-Mandeb—framed as support for Palestinians in Gaza—prompted major shipping and oil companies to bypass the Suez Canal and reroute around Africa. If Houthis further choke the strait, Iran could secure a strategic advantage versus the US in any wider conflict; Kpler shows June volumes transiting Bab el-Mandeb accounted for roughly 7% of global oil production.