Iran's Islamic Revolutionary Guard Corps said on June 28 its naval and air forces used missiles and drones to strike Ali Al Salem air base in Kuwait and multiple US Fifth Fleet installations in Bahrain, calling the moves a response to recent US actions. The IRGC said US fire at Sirik in southern Iran "will not loosen our control" of the Strait, that retaliatory strikes will remind other vessels what the transit rules are, and warned US regional bases will "experience hell" in coming days.

特朗普提名蘭斯·施羅耶擔任美國移民與海關執法局（ICE）的下一任局長職務。

CSC Financial says Q3 market direction will be driven by: fundamentals — AI compute demand remains highly cyclical; company earnings and overseas results are key, and policy actions from the July Politburo meeting matter given macro pressure since April. Liquidity — external shocks have risen while domestic liquidity is neutral. Risk appetite — geopolitical events and major tech listings can produce short-term volatility; monitor compute trends in Japan, Korea and the US due to global tech linkage. Sector view — AI compute’s bull case intact but volatility has increased; advise against chasing rallies, accumulate on dips. Lithium batteries should enter seasonal strength, energy storage demand is warming, and renewables may see valuation repair. Dividend plays look poised for oversold rebounds. Focus: banks, coal, utilities, AI, optical modules, storage, chips, industrial metals, lithium battery materials (VC).