8月4日，WTI（USO）名義敞口約2142.61萬桶，單日減少131.10萬桶；Brent（BNO）期貨持倉約717.10萬桶，單日增加8.6萬桶。點擊查看完整持倉數據，捕捉油價之外的資金變化。

July RatingDog China services PMI 50.4, down 3.7 pts from June, marking a 43rd consecutive month in expansion and the weakest pace since January 2024. New export business remained resilient, employment continued to expand and cost pressures eased. RatingDog composite PMI output index fell to 50.8, down 2.8 pts from June and in expansion for a 14th month; the pullback was led by a sharp slowdown in services output while manufacturing output expansion also slowed. Composite employment expanded for a third month and input-price inflation moderated further. Services and overall activity are expected to remain in expansion but growth may moderate.

美國外交關係協會高級研究員查爾斯·庫普錢表示，雖然他認爲美伊雙方有可能就霍爾木茲海峽問題達成某種協議，但圍繞伊朗核計劃及其他核心問題達成全面和平協議，仍然遙不可及。他說：“我認爲，雙方可能建立一個重新開放霍爾木茲海峽的框架嗎？有可能。但我認爲，雙方是否已經就核問題達成真正協議？絕對沒有。這距離實現還非常遙遠，甚至是否能夠實現都仍存在疑問。”