U.S. Energy Secretary wright said the Strait of Hormuz will take several weeks to return to normal.

CSC Financial says the securities sector is in a convergence window of high earnings growth, low valuations and accelerating structural trends. Earnings: strong interim results plus conversion of investment‑banking deal flow provide ongoing validation. Industry: consolidation in large-scale wealth-management, scaling of sci‑tech investment‑banking capabilities and faster international expansion underpin a higher medium-to-long-term earnings baseline. Valuation: PB at historically low percentiles offers a margin of safety. Against rising trade overcrowding in technology and capital rotating from high- to low-valuation areas, the sector’s risk/reward profile remains attractive.

據AXIOS：在華盛頓舉行的以色列與黎巴嫩首日會談未取得任何進展，雙方在以色列撤軍的範圍和時間表問題上存在嚴重分歧。