US 6-month Treasury auction on Aug 17: stop-out yield 3.78%, prior 3.83%.

【期貨熱點追蹤】八月以來，內地多套千萬噸級裝置進入檢修，國產開工率跌破80%大關，甲醇期現價格同步開啓了一輪上行行情！

Japanese automakers face a double shock from the Iran conflict and a strengthening yen that could reverse recent currency-driven gains, analysts say. Toyota and Honda have raised full-year guidance and Nissan returned to profit after two years on a weak yen, but Morningstar senior analyst Vincent Sun warns yen appreciation will force firms to choose between overseas price hikes that risk market share or margin compression from currency translation. Bernstein estimates a 1% yen appreciation typically cuts Japanese carmakers' operating profit by about 2%, with some firms seeing up to a 4% hit. Continued Middle East conflict could push up costs for napatha, resins, aluminium, copper, steel and chips and raise shipping risks through the Strait of Hormuz and the Red Sea, further squeezing margins and earnings outlooks.