1. 美国柴油价格升至6.5美元 续刷历史新高。 2. 伊媒：伊朗今年前6个月的石油收入已达到约160亿美元。 3. 巴基斯坦与伊朗协商通行，确保最新一批卡塔尔LNG到货。 4. 法国经济与财政部长：法国的战略石油储备已满。燃料补助不会涉及普遍减税。 5. 哈萨克斯坦KazTransOil：8月份通过乌斯季卢加出口的石油环比下降30%，通过诺沃罗西斯克的石油运输量增加27.8%。 6. 卡塔尔将10月海运原油官方售价设定为较阿曼/迪拜基准价低5美元/桶，陆上原油售价较基准低4.5美元/桶。 7. 高盛：预计冬季TTF和LNG价格将分别上涨至超过100欧元/兆瓦时和35美元/百万英热。 8. 乌克兰国家天然气公司：乌克兰石油天然气公司Ukrnafta将能够在中欧的炼油厂供应和加工乌克兰原油。 9. 马士基：已订购26艘大型集装箱船，作为公司持续船队更新计划的一部分。

CSC Financial says A-share market has entered a second-stage recovery. Middle East geopolitical spillovers lifted oil and long-end UST yields earlier but that phase has eased; oil and long-end UST yields have retreated. With domestic easing on rates and a stable RMB, leadership is rotating back to earnings and capital is returning to high-profitability sectors. Key risks: the persistence of overseas rate and oil declines and external shocks around the FOMC meeting at end-October. Recommended positioning: balanced, layered. Offensive overweight: compute-capacity supply-constrained segments (optical chips, PCB manufacturing, CCL, server OEMs) and industrial base metals (copper, aluminum, tin). Defensive base: dividend-yielding assets as core ballast. Tactical: selective, policy-driven domestic-demand opportunities in agriculture, medical aesthetics, and textiles/apparel.

德国经济发言人：政府需要重新审视改革计划。