【期貨熱點追蹤】儘管面臨基本面現實壓制，但在盤後重點企業召開會議釋放穩價信號強烈預期下，國內尿素主力合約強勢迎來紅漲行情，底部估值正被迅速修復。

Wells Fargo strategist Ohsung Kwon says rising data‑center construction will boost the industrial sector. Capital‑goods firms that make machines, equipment and tools for data‑center builds are among the stocks “closest to the AI theme,” he said. Wells Fargo estimates manufacturing activity expanded in July at the fastest pace in over four years and non‑AI capex is up about 10% YoY; commercial and industrial loan growth has also accelerated. Traders rotating into so‑called traditional‑economy sectors have lifted industrials roughly 20% YTD, trailing only energy and information technology. Kwon estimates about 40 hyperscale data centers are under construction and more than 100 are planned, concentrated in Texas, Georgia, Virginia and Pennsylvania. He adds that if local economic spillovers from operational data centers become a trend, the market is at a very early stage of that effect.

烏克蘭總統澤連斯基：截至目前，我們已知在俄羅斯對基輔及基輔地區的大規模攻擊中有44人受傷，17人已遇難。合作伙伴必須理解，延遲供應或不願提供反彈道系統會導致如此可怕的傷亡和破壞。那些現在不願積極幫助提供攔截器的合作伙伴，可以通過新的制裁來提供支持。