市場消息：目擊者稱，烏克蘭基輔傳出爆炸聲。

JP Morgan China equity strategist Zhang Xiaoning says AI hardware supply constraints will persist at least through 2028 and that major tech firms’ bonds remain investment-grade, calling investor debt concerns an overreaction. The bank stays overweight China equities, setting end-2026 baseline targets of 100 for the MSCI China index and 5,200 for the CSI 300; a downside scenario is 80 and 4,000. Zhang expects AI to remain the core market theme in H2; JP Morgan views the recent pullback as healthy rotation rather than the end of the AI cycle. Foreign investors remain focused on the strength of macro policy support and the pace of implementation of six-network investment.

據半島電視臺，伊拉克國家石油營銷組織SOMO表示，其與油輪Binary Star（一艘因運輸伊朗石油產品而受到制裁的油輪）或其船東、運營方均無任何合同或商業關係。該油輪已被美國和歐盟列入制裁名單，並被確認曾在海灣地區運輸伊朗燃料油和瀝青。SOMO在一份聲明中表示，被指定用於伊拉克原油出口的船舶均需經過合規審查，且不得出現在相關國際制裁名單上。聲明還補充說，該組織會監測伊拉克水域內的油輪動向，包括對位置數據和識別信號可能被操縱的情況進行監控。該公司強調，一艘船舶出現在伊拉克領水內或其出現在追蹤系統上，並不意味着其與SOMO有任何商業關係。