【期貨熱點追蹤】強厄爾尼諾預期疊加產區降雨擾動割膠，全球橡膠期貨價格走高！地緣風險與天氣雙重驅動下，橡膠上方還有多少空間？

CITIC Securities research note: Long March-10B maiden flight on July 10, 2026 achieved the world’s first sea-net controlled recovery of a rocket first stage. The breakthrough could materially cut satellite launch costs, accelerate constellation deployment and trigger substantial capex in China’s commercial space sector. Recommend focus on private reusable-rocket firms’ recovery-technology validation, pace of satellite-manufacturing capacity scale-up, and private commercial-space IPO activity in 2026–27.

據伊朗媒體Fars News：伊朗阿巴斯港以東和格什姆島沿海地區傳出數起爆炸聲，原因尚不清楚。