美股開盤，道指漲0.27%、標普500指數漲0.12%、納指跌0.08%。美光科技(MU.O)開漲5.28%，此前公司宣佈與Anthropic達成戰略協議，以擴展下一代人工智能基礎設施。SpaceX(SPCX.O)開跌5.3%，公司即將開始首次發行優先無擔保債券，將利用淨收益償還未償還借款。

美國副總統萬斯22日表示，一旦美國同意解凍伊朗資產，這筆資產可能將被用於購買美國的大豆、玉米和小麥。

JP Morgan Private Bank EMEA equities strategist Natalia Lipishina warns that a sustained or further drop in oil prices could undermine a key source of earnings growth, prompting downward revisions to energy estimates and potential spillovers across other sectors. She says this raises the risk that European equities will underperform US and emerging-market peers in H2. Lipishina and JP Morgan remain constructive on AI-related themes — technology, semiconductors and industrials tied to global infrastructure spending — and see opportunistic value in luxury and civil aviation after recent underperformance, while preferring US and emerging-market stocks for stronger earnings trajectories.