Brent crude extended intraday losses to as much as 4.0%, trading at $82.2/bbl; WTI down over 3%, at $78.6/bbl.

HSBC Research cuts CATL (03750.HK) H‑share target price to HK$783 from HK$790 and keeps a buy rating, saying the recent pullback may be excessive. Q2 results broadly met expectations: EV and energy‑storage system shipments rose 44% and 90% YoY. H1 capacity utilization remained c.95%; management says some customer demand is unmet and 764 GWh of capacity is under construction. HSBC expects rising capacity plus H2 seasonality to support earnings and views market concern on ESS as possibly overdone. SNE Research shows CATL’s global ESS battery share rose to 30% in Q1 2026 from 27% in Q1 2025. HSBC raises revenue forecasts for 2026–28 by 6–10%, trims gross‑margin forecasts by 0.9–1.3 percentage points, and revises net‑profit estimates: 2026 -2%, 2027 +5%, 2028 +4%.

以色列發言人：在美國總統特朗普與以色列總理內塔尼亞胡的會晤中未討論土耳其和F-35問題。