Spain will impose border controls on flights and ships from Italy over an immigration dispute.

BofA strategists led by Michael Hartnett say investor bullishness has reached extreme levels and recommend trimming risk exposure. The bank’s bull‑bear index rose from 9.4 to 9.7, its highest since 2021. They attribute the optimism to broader equity gains, heavy inflows into high‑yield bonds and tighter credit spreads. The team favors defensive assets to shield portfolios from potential shocks to the economy, monetary policy and the AI cycle. Hartnett said: "We're still in a summer 'withdraw/rotate', not 'add back' stage." He advises reducing risk allocations or rotating into defensive assets, long‑duration bonds and the dollar.

賽力斯(09927.HK)：公司董事會將於2026年8月19日召開會議，審議集團截至2026年6月30日止六個月中期業績及刊發，以及處理其他事項。