According to TankerTrackers, Tehran, expecting the US to resume a maritime blockade, exported at least 10 million barrels of crude oil and fuel oil overnight.

After being added to the Nasdaq-100 on July 7, SpaceX shares plunged about 35% from their recent peak to below $147 the following day, nearly wiping out IPO gains. The company’s market cap is about $1.9 trillion while 2025 revenue is roughly $18.7 billion, implying a valuation near 100x 2025 sales. Starlink accounts for more than $11 billion of 2025 revenue, roughly 60% of the total, but SpaceX remains loss-making: a $4.9 billion loss in 2025 and a $4.3 billion loss in Q1 2026, alongside continued heavy capex for Starship and investments in xAI. Current prices already price in sustained Starlink growth, Starship progress and AI returns; any setback in those drivers would pose downside risk. Despite the pullback, the stock is still expensive and lacks a margin of safety given multibillion-dollar losses; the recommended approach is to wait for Starlink to demonstrate profits that exceed ongoing spending.

【期货热点追踪】印度季风降雨即将再度减弱，西部南部未来两周或低于均值——6月已偏少近四成，棉花、大豆播种进度同比跌21%。降雨间歇会否演变为全年减产威胁？