航運情報公司Kpler報告指出，伊朗戰爭在海灣內留下了兩個相互疊加的問題，而諒解備忘錄只解決了一個。第一個是滯留船舶：閒置原油浮式庫存，也就是那些已經裝滿原油、卻在海上或港口附近停留一週甚至更久的油輪。此類滯留原油規模在4月底達到約1.04億桶的峯值；在備忘錄簽署時，仍有約6100萬桶。停火後的3周內，這一規模迅速降至約1600萬桶，這就是早期強勁數據所反映的積壓清運。第二個問題是石油流量本身，這個問題從未得到真正解決。備忘錄簽署時，中東海灣及阿曼灣區域海上原油總量約爲1.65億桶，到7月7日降至約1.07億桶，之後便不再繼續下降。爲期60天的窗口期結束時約爲1.3億桶，海上原油規模重新達到約1.30億桶；到8月18日雖回落至約1.10億桶，但仍高於戰爭開始時約9600萬桶的水平。換言之，滯留的船出來了，但導致這些船滯留的運輸體系問題仍然存在。而到了協議實施的最後一週，海上原油庫存甚至已經開始重新累積。

China International Capital Co said external narratives driving the market remain short-term and stage-specific, and the A-share recovery that began in late July is likely to continue. Market volatility has risen from external shocks; dividend-yielding stocks outperformed on the 19th. As risk appetite gradually recovers and the earnings peak approaches, focus on areas and companies with higher earnings certainty. Two main themes: 1) Selective growth exposure in technology: post-correction crowding in tech has eased. High-growth subsectors where revenue-side expansion can offset denominator pressure—AI infrastructure-related links such as optical communications and PCB—retain strong near-term visibility; semiconductor and compute names require careful alignment of fundamentals and valuations, and tech growth may increasingly diverge. Innovation-stage drugmakers entering clinical-data validation merit bottom-up selection. 2) Cyclical recovery: an expanding set of sectors are rebounding from cycle troughs; factor in geopolitics and capacity-cycle positions and favour areas with improving earnings and tighter supply-demand, including power-grid equipment, petrochemicals/chemicals, construction machinery, and non-bank financials that benefit from stronger capital markets. Nonferrous metals, after heavy adjustment, also deserve attention. Pure domestic-demand sectors show slower recovery and require further observation.

據Axios：敘利亞外交部長阿薩德·沙伊巴尼表示已明確告訴以色列，敘利亞政府不會與土耳其合作在敘利亞空軍基地集結軍事力量，但以色列還是繼續襲擊了該基地。