Bloomberg reported the Pentagon's $67 bln emergency supplemental for this fiscal year includes just over $10 bln to buy interceptors and related munitions. The draft submitted to the House and Senate defense committees lists $5.75 bln for THAAD, $5.57 bln for Patriot missiles, $1.9 bln for Standard-6 missiles, $1.3 bln for Tomahawk cruise missiles and $692 mln for precision-strike missiles first used in strikes on Iran. Lawmakers, Pentagon officials and analysts say U.S. weapons stocks are at da

Huatai Securities says Q2 2026 fund holdings in the Chinese auto sector fell to 1.65%, the lowest since 2021, while sector valuations sit below the 15th percentile of the past five years—positioning and valuation both at relative historical lows. The report attributes the rapid de-risking mainly to a slide in domestic demand that cut earnings expectations, and to AI thematic flows that accelerated selling, concentrating cuts into one quarter. All four core sub-sectors saw cuts with clear dispersion: passenger cars were cut deepest and show the weakest fundamentals; commercial vehicles have improving profitability but display the largest divergence between heavy holdings cuts and price declines; auto parts were most resilient, with some stocks showing independent alpha and receiving buys; motorcycles and other were the only overweight sub-sector. Huatai judges downside may be limited and that upside depends on a fundamental inflection; key catalyst to monitor is improvement in domestic sales by end-Q3. Preferred exposures are export-strong commercial vehicle chains, the motorcycle sector, and auto-parts names with idiosyncratic alpha.

美國軍方：截至7月31日，中央司令部已改變30艘商船的航行路線，使2艘商船失去行動能力，並登船檢查了2艘商船。