Jefferies analysts say European equities warrant reappraisal given the continent’s technology strengths. Higher social acceptance of AI in many European countries than in the US could allow Europe to capture AI-driven productivity gains; Europe’s large financial and industrial sectors should benefit from reforms aimed at encouraging investment. Heavy European investment in Africa gives listed European companies direct exposure to African growth. Jefferies sees these factors as a credible diversi

以色列总理办公室：特朗普向内塔尼亚胡告知了美国在海湾地区采取的行动。内塔尼亚胡则提及土耳其总统埃尔多安及其盟友针对以色列存在问题发表的强硬言论，并强调维持以色列边境安全区的必要性。

This year’s ninth typhoon, Bavi, is forecast to make landfall on the night of July 11 between Xiapu (Fujian) and Wenling (Zhejiang), the National Marine Forecasting Center said. It issued a red wave alert and an orange storm-surge alert. The National Marine Environmental Forecasting Center said on the evening of July 10 that from July 10 through the afternoon of July 11 the southern East China Sea will see 9–14m waves; the northern East China Sea and the Taiwan Strait 4–6m waves. Offshore waters carry a red wave warning. Nearshore waters off Zhejiang and northern Fujian are expected to see 5–8m waves and have a red nearshore wave warning.