美國財長貝森特：霍爾木茲海峽將變成“毫無價值的水域”。

U.S. battery storage additions reached a record 20.2 GWh in Q2, the Solar Energy Industries Association and Benchmark Mineral Intelligence said, and full-year additions are projected at 71 GWh in 2026. SEIA said more than 74% of Q2 capacity was built in states won by Trump in the 2024 presidential election; Arizona added 6.2 GWh, a single-state, single-quarter U.S. record. One GWh of storage roughly meets the annual electricity needs of 750,000 U.S. households. The report said new battery manufacturing plants are entering production in multiple states, including Ohio, Tennessee and Texas.

Wang Zonghao, head of China equity strategy at UBS, told a media briefing on Tuesday that investors can resume buying technology stocks and that, given funding conditions, he prefers A-shares to Hong Kong-listed equities. He said the three factors that drove the earlier tech pullback—shifts in the AI narrative, concentrated positioning and deleveraging—have all eased. UBS expects H2 investors to rotate into more non-AI sectors, broadening market leadership versus H1. The firm prefers A-shares partly because domestic liquidity is relatively more ample than Hong Kong, where IPOs and placings remain heavy, and it favors hardware names (which have higher weight in A-shares). UBS also recommends a dumbbell allocation including banks, selective non-AI-linked materials and export/offshore-themed stocks; it is cautious on consumption and sees incremental policy likely to target investment. UBS remains constructive on US tech and sets an S&P 500 year-end target of 8,100.