美國總統特朗普：霍爾木茲海峽（的開放）遠不如伊朗不擁有核武器重要。

美國商務部：與SandboxAQ達成5億美元芯片研發資助協議。

CITIC Securities expects US equity trading in H2 to remain led by fundamental factors. Sector allocation priorities: technology — sustained growth momentum with relatively reasonable valuations; defense — supported by prolonged geopolitical risk and high-demand certainty; energy infrastructure — beneficiaries of continued strain on core power supply for data centers; financials (including banks) — gains from stronger capital returns and regulatory improvement.