Baosheng Group expects the Federal Reserve to keep policy rates unchanged in 2026 and the European Central Bank to deliver one further rate hike.

A股光纖概念股走強，長飛光纖觸及漲停，亨通光電、長芯博創、通鼎互聯、烽火通信紛紛拉昇。

European gas prices ticked up after US-Iran talks began poorly and President Trump renewed threats to Iran, even as negotiations continue. Traders are also watching a Qatar domestic gas-plant outage that injured dozens and could disrupt LNG flows. ING strategists Warren Patterson and Eva Manci said Europe, entering the mid-to-late summer storage refill phase and moving toward winter, will be increasingly sensitive to Middle East developments; recent tensions indicate a durable agreement may be difficult and the risk of fighting resuming during a 60-day ceasefire is real.