Boeing (BA.N): U.S. Federal Aviation Administration (FAA) has granted certification for the new 737-7; Boeing is preparing the first delivery of the 737-7.

據沙特阿拉比亞電視臺：美國與伊朗談判取得突破的前景存在謹慎樂觀情緒。關於停止軍事行動以及全面開放霍爾木茲海峽相關安排，目前氣氛積極。調解方需要一些時間，以就即將宣佈的停火聲明達成一致。

CITIC Securities says A-share smart-selection stocks endured a prolonged correction in 1H after HarmonyOS-driven ecosystem diversion and higher memory and lithium carbonate prices squeezed volumes, prices and margins, while AI-driven fund inflows drained liquidity. With interim-report headwinds largely priced in and capital rebalancing from AI into non-AI names, the rebound has exceeded expectations. CITIC views this as a right-side buying opportunity and expects August’s new-car catalyst window to support performance.