IEA月报：我们预计，如果霍尔木兹海峡的通行情况改善，2027年供应将增长750万桶/日，需求将增长200万桶/日。

Samsung will announce new foldable models on July 22, expected to include the Galaxy Z Flip8, Galaxy Z Fold8 and Galaxy Z Fold8 Ultra. South Korean media, citing industry sources, report the Z Fold8 Ultra’s U.S. price will top $2,000, with $2,099 described as “very likely” versus the Z Fold7’s $1,999.99 launch price — implying about a $100 increase; pricing is not final as Samsung continues to review overall strategy. Reported drivers include a RAM supply strain and earlier price increases on the Galaxy S26 series.

房利美：美国30年期抵押贷款利率上升至6.49%。