分析人士和官员表示，即便美国新的制裁措施威胁对俄罗斯能源主要买家征收最高100%的关税，在全球供应受限的情况下，印度也不太可能迅速替代其长期盟友俄罗斯的石油供应。印度超过85%的原油需求依赖进口，其中俄罗斯是关键供应来源。联合国数据显示，2025年俄罗斯是印度最大的原油供应国，按进口价值计算占印度原油进口份额的33%。能源与清洁空气研究中心（CREA）报告显示，印度8月进口俄罗斯化石燃料总额达到48亿欧元（约54.6亿美元），是俄罗斯化石燃料第二大买家。

美银全球研究：将耐克(NKE.N)目标价从30.00美元下调至24.00美元。

Iran’s Islamic Revolutionary Guard Corps, citing a statement from the Persian Gulf Waterways Authority (PGSA), said the three UAE-related tankers attacked in the Strait of Hormuz — ALRUWAIS, SINBAD and MERSINPROSPERITY — appeared on PGSA’s latest non-compliance list. PGSA said several vessels were attacked in the Strait in recent days; the last three hit were owned or chartered by UAE entities, and investigations show they transited the Strait repeatedly over the past two months.