【國債期貨早盤開盤】2年期國債期貨（TS）主力合約漲0.02%，5年期國債期貨（TF）主力合約漲0.04%，10年期國債期貨（T）主力合約漲0.06%，30年期國債期貨（TL）主力合約漲0.17%。

Axios, citing four people familiar with the matter, reports a draft accord viewed as key to implementing Trump’s 20-point peace plan and that the White House says Hamas could agree within days. Core terms would require Hamas to surrender light and heavy weapons, hand over tunnel networks and weapons-facility intelligence, and complete demilitarization within 6–8 months. A new Gaza National Administration Committee would assume governance and unify government, legal and security systems. The US, Egypt, Qatar and Turkey have pressured Hamas in recent months, including efforts to cut funding and exploit economic strain to force acceptance. Talks are reportedly in their final stage in Egypt’s El Alamein, but Hamas has not formally approved. Egyptian intelligence chief Hassan Rashad is said to be playing a key role and liaising with new Hamas leader Khalil al-Hayya; Iran is urging Hamas to delay. Under the draft, Hamas members could receive amnesty and remain in Gaza; militants who surrender weapons could receive compensation; Israel would withdraw gradually after implementation and halt targeted strikes on Hamas personnel. Israel remains skeptical Hamas will fully disarm. The Trump administration says a finalized accord would be a major step toward ending the Gaza war and launching reconstruction.

Despite resurgent consumer spending and robust business investment, US Q2 growth came in below expectations. The Bureau of Economic Analysis’ advance estimate on Thursday showed real GDP up 1.5% YoY in Q2. A large quarter-to-quarter decline in net exports masked still-strong domestic demand. Consumer spending, about two-thirds of US activity, rose 3.2% at an annualized quarterly rate. Business investment remained strong, supported by an AI-driven investment boom.