Iranian Foreign Ministry spokesman Bagaei said that the sale of Iranian oil and petrochemical products "has been greatly facilitated".

Internationally: 1. Goldman Sachs: A 1% increase in the weighting of Samsung and SK Hynix could lead to approximately $2 billion in foreign capital outflows from the South Korean market. 2. Bank of America: A strong non-farm payroll report may drive expectations of interest rate hikes. 3. Bank of America: Expects a "three-wave correction" in the S&P 500. 4. HSBC: A "sudden" surge in the US dollar could be the biggest painful trade in the second half of the year. 5. Deutsche Bank: Raised its forecast for the 10-year US Treasury yield to 4.80%. 6. Amundi: Expects the Federal Reserve to hold rates steady in the coming months. 7. Amundi: Maintains a neutral view on the duration of US Treasury bonds. 8. Citadel Securities: Under Warsh's leadership, don't expect the Fed to intervene to save the market. 9. Mitsubishi UFJ: The weakening yen may stem from fundamental factors. 10. Maybank: Japan has ample "ammunition" for yen intervention. 11. ANZ: New Zealand business confidence strengthens as fuel prices fall. 12. Rabobank: The euro is unlikely to rebound unless the Eurozone growth outlook improves. 13. Morgan Stanley: Lowered its 2027 Brent crude oil price forecast to $75 in the first half and $70 in the second half. Domestic: 1. CICC: Core third-generation compound semiconductor devices are expected to continue to benefit from upgrades in data center power systems. 2. CICC: Core third-generation compound semiconductor devices such as SiC/GaN are expected to continue to benefit from upgrades in data center power systems. 3. CITIC Securities: New energy system planning is being implemented, and power supply continues to be restructured. 4. CITIC Securities: More disruptive factors in the A-share market in the third quarter; focus on changes in liquidity expectations and risk appetite. 5. CITIC Securities: Optimistic about the sequential improvement in the consumer goods sector in the second half of the year. 6. CITIC Securities: Figure 03 enters BMW factory; pay attention to the performance of humanoid robot applications. 7. CITIC Securities: With declining costs and the destocking process nearing its end, the OTC Chinese medicine sector is entering a high-quality profit recovery cycle. 8. Guotai Haitong: Market structure trends are expected to expand; we recommend overweighting A-shares.

Morgan Stanley raised its price target for Alphabet (GOOGL.O) from $375 to $415.