科威特軍方：伊朗的攻擊波及到一家民用公司的設備，造成了由於彈片落下而導致的物質損失，地點在布比揚島。

淡水河谷CEO：鐵礦石市場基本面依然強勁。

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.