Intel (INTC.O): net proceeds from the offering are expected to be about $19.7 bln.

隨着市場一度重新押注美伊通過外交方式緩和緊張局勢，Brent曾回落至約80美元/桶，反映霍爾木茲海峽供應中斷的地緣風險溢價下降得比實體供應壓力緩解更快。 但這並不意味着能源市場已經真正寬鬆：成品油端仍明顯偏緊，辛烷值相關組分價格維持高位，高頻地區庫存前一週進一步下降。 花旗預計，隨着夏季需求退潮、煉廠開工恢復以及運營瓶頸緩解，汽油組分緊張有望在四季度逐步改善。因此，現階段需要區分「原油風險溢價回落」與「成品油實物供需寬鬆」：前者主要受地緣預期推動，後者取決於煉廠、庫存和貿易流真正恢復。 這一風險目前仍在反覆。8月11日，隨着美伊協議預期再次降溫，布油重新升至約87.8美元，同時全球柴油供應繼續偏緊，美國餾分油庫存已降至同期多年低位附近。

NFIB small-business optimism index rose 2.4 points to 99.8 in July, the highest reading since Aug 2025. Eight of 10 subcomponents increased, two declined; hiring plans improved most and contributed the most to the index gain. NFIB chief economist Bill Dunkelberg said optimism rose as the share of owners expecting to hire climbed and capex plans strengthened, though uncertainty remains. Looking ahead, 20% of owners plan to add jobs in the next three months, 25% plan capex in the next six months, and 14% view inf as their biggest business problem.