傑富瑞：通脹數據強化了英國央行長期維持利率不變而非加息的理由。然而，地緣政治風險有可能推高通脹，使市場保持謹慎。

Brent crude rose 4.1% to $94.72/bbl in European morning trade, a near seven-week high, while WTI gained 4.1% to $87.78, after Trump downplayed the likelihood of immediate talks with Iran. Market sources said transits through the Strait of Hormuz have fallen sharply and many tankers are rerouting via the Bab el-Mandeb. Reported attacks on tankers at Black Sea ports prompted the Caspian Pipeline Consortium to suspend shipments from Kazakhstan and stop receiving Kazakh crude. ING said Brent slightly above $91 looks undervalued given renewed Persian Gulf supply disruptions, Red Sea risks to Saudi exports and Black Sea developments, especially if outages persist into August.

亞馬遜雲服務(AWS)：自2026年7月21日起，所有新創建的亞馬遜簡單郵件服務賬戶將默認採用基礎版套餐。