夜盤開盤，國內期貨主力合約漲跌不一，燃料油、瀝青、低硫燃料油（LU）漲超2%，純苯、甲醇、SC原油漲超1%，棕櫚油、液化石油氣（LPG）漲近1%。跌幅方面，純鹼、焦煤、乙二醇（EG）、焦炭跌超1%，聚氯乙烯（PVC）跌近1%。

Iran's Supreme National Security Council secretary said a map of shipping routes in the Strait of Hormuz agreed with Oman will be signed in the coming days.

JP Morgan says Hong Kong banks' 1H26 results broadly beat expectations, supported by non-interest income and stronger-than-expected pre-provision operating profit. Small banks still face elevated credit costs; large banks fared better. HSBC, Standard Chartered and Bank of China Hong Kong reported shareholder total‑return metrics slightly below JP Morgan's expectations. JP Morgan sees scope for upward revisions to consensus EPS and notes that firmer market odds of further Fed hikes could help sentiment. The firm remains constructive on the sector, ranking large-cap banks Standard Chartered > HSBC > Bank of China Hong Kong with price targets of HK$310, HK$205 and HK$53.3, all Overweight. JP Morgan's coverage universe posted average 1H26 profit growth of 33% YoY versus 4% in 2025, driven by an ~50% rebound at HSBC/Hang Seng from sharply lower credit costs and improved non-operating items; other banks showed high-single to low-double-digit growth led by resilient pre-provision operating profit.