LME三個月期銅自6月3日以來首次突破14,000美元/噸，上漲0.9%。

U.S. sources on the 3rd, citing Iranian and U.S. officials, said Iran and Oman are close to an agreement on navigation through the Strait of Hormuz. Under the draft, vessels entering the Persian Gulf would use an Iran-controlled lane near Iran’s coast while outbound ships would use a lane near Oman, and multiple Iranian officials said transiting vessels would pay a "service fee" to be split between Iran and Oman. A U.S. official familiar with the talks said Iran’s description was inaccurate and that any temporary lane in the Strait would not require Iranian approval and would not impose charges on passing ships.

央行：2026年8月5日，中國人民銀行將以固定數量、利率招標、多重價位中標方式開展5000億元買斷式逆回購操作，期限爲3個月（92天），到期日爲2026年11月5日（遇節假日順延）。