惠譽：確認伊拉克評級爲“B-”，展望穩定。我們的基準情景假設，雙方將達成某種形式的持久協議，並於2027年第一季度前後重新開放霍爾木茲海峽。

SoftBank will report quarterly results on Tuesday; investors are seeking reassurance on strategy after AI-related stocks sold off and a bid for ABB’s robotics unit stalled. The group’s heavy AI exposure — including a $64.6bn purchase for a 13% stake in OpenAI — has heightened concerns about its resilience to sector setbacks. Rolf Bulk of Futurum Group said questions around infrastructure build-out, financing, power supply and deployment sites that were easier to answer six months ago are now far more complex. AI industry health is material for SoftBank given investments spanning AI models, data centres, semiconductors and robotics. Net interest-bearing debt rose to JPY10.8 tln at end-June (about $68bn), from JPY6.6 tln a year earlier.

美國國務卿魯比奧：如果航運受到威脅，我們就會捍衛航運。