行业消息人士数据显示，如果旨在重新开放黑海的外交努力取得成功，俄罗斯可以立即恢复黑海和亚速海80%的粮食贸易港口运营。

U.S. August durable goods orders MoM 0.0% (consensus -0.4%); July revised to 0.9% from 1.10%.

CITIC Securities cites FirstEV data showing urban NOA penetration in China’s passenger car market rose to 20.9% in H1 2026. The firm says this is driving sharp shipment growth for mid-to-high‑compute automated‑driving chips, urban NOA software, lidar and driving domain controllers, with leading suppliers reporting sizable revenue increases. Separately, L4 commercialization is accelerating; several companies have already demonstrated positive economics in flagship projects and are pushing asset‑light business models and global rollouts. CITIC expects the automotive intelligentization supply chain to further advance R&D and product launches in H2 2026, supporting continued sector gains.