摩根大通：将百事公司目标价从138美元下调至137美元。

US refiners are poised for sharply higher Q3 profits as the Middle East conflict and the Russia‑Ukraine war spark global fuel buying. Wall Street analysts say independents Valero Energy, Marathon Petroleum and Phillips 66 could far exceed their near‑record Q2 results. Global supply reductions and rising product prices—especially diesel—have driven crack spreads to record levels, lifting per‑gallon margins. Novi Labs fuel analyst John Auers said the profit surge marks a reversal in the industry’s fortunes. Shares of the major refiners have climbed to new highs.

Beijing Stock Exchange 50 index slipped below 1,000 points, its lowest level since January 2025.