以色列公共广播公司10日报道说，以色列已向美国表示，以方愿参与美国对伊朗的进一步军事行动，目前正等待美国总统特朗普作出决定。 报道称，以方认为，美伊之间的新一轮军事冲突可能还将持续数日。目前，以色列空军、防空和情报部门处于高度戒备状态，以军与美军保持密切协调。 美军7日和8日以回应伊朗近期袭击通过霍尔木兹海峡的商船为由，连续两天对伊朗发动军事打击，而伊朗则向美方在巴林、科威特、卡塔尔和约旦等国的设施发动导弹和无人机袭击。(新华社)

华鑫股份公告，预计2026年半年度实现归属于上市公司股东的净利润约为人民币4.02亿元，与上年同期相比，将增加约1.78亿元，同比增加约79.46%。预计2026年半年度实现归属于上市公司股东扣除非经常性损益后的净利润约为人民币3.86亿元，与上年同期相比，将增加约1.78亿元，同比增加约85.58%。公司业绩增长的主要原因是经纪业务收入、资管业务收入、投资业务收入和信用业务收入实现同比增长。

美股大型科技股盘前多数下跌，Meta涨0.9%，微软涨0.1%，亚马逊持平，苹果跌0.3%，特斯拉跌0.4%，英伟达、谷歌A跌0.6%，SpaceX跌1%。

美股中概股盘前多数上涨，理想汽车、百度、贝壳涨2%，京东、携程、蔚来、阿里巴巴涨1%，网易跌2%。

IEA月报：全球石油供应将在2026年下降370万桶/日（之前预测为下降390万桶/日）。

格隆汇7月10日｜浙商证券研报指出，全球炼化格局重构，一体化龙头恒力石化业绩弹性显著。2026H1公司预计实现归母净利润72.0亿元左右，同比+136.1%左右；2026Q2公司预计实现归母净利润32.9亿元左右，同比+229.3%左右，环比-15.9%左右。展望后续，6-7月PX、PTA国内多套装置仍有检修计划，且PX2026年仅华锦200万吨产能或于Q3投产，PTA2026年无新增产能，下游聚酯需求保持刚性，预计PX/PTA供需或仍偏紧，价差有望持续走扩。公司拥有PX产能520万吨、PTA产能1660万吨，有望带动业绩进一步改善。受地缘冲突影响炼油业务或短期承压，聚酯环节有望迎来补库需求；海外高成本、老旧装置退出趋势预计仍将延续，公司或将深度受益。PX/PTA供需或持续偏紧，公司一体化优势显著，周期上行阶段弹性充足，业绩有望持续改善。预计公司2026-2028年实现归母净利润134.0/157.2/170.4亿元，EPS为1.90/2.23/2.42元，首次覆盖，予以“买入”评级。

Joe Raedle/Getty Images News Global shipments of desktops, notebooks, and workstations fell 3.6% Y/Y to 65.7M units in Q2 2026 as rising memory and storage costs pushed up PC prices and weighed on demand, according to the latest report by Omdia . Desktop workstation shipments declined 1.3% Y/Y to 13.9M units, while notebook shipments, including mobile workstations, fell 4.2% to 51.7M units. “The sharp increase in memory and storage prices during the first quarter of the year had a significant impact on product pricing in the second quarter,” said Ben Yeh, Principal Analyst at Omdia. Omdia A June survey found that about 60% of channel partners said customers were delaying or canceling PC refreshes due to supply constraints and higher prices. While memory and storage cost increases are expected to moderate in H2 2026, prices are not expected to decline this year, with rising component costs continuing to keep pressure on PC pricing and demand. The research firm noted that PC vendors began raising prices as early as the end of Q4 2025, with prices across comparable product lines increasing about 20% to 40% from a year earlier. Apple ( AAPL ) recently raised prices on many of its devices, including MacBook. In Q2 2026, Lenovo ( LNVGY ) remained the global PC market leader with a 25.3% market share, followed by HP ( HPQ ) at 19.8% and Dell at 14.1%. Apple ( AAPL ) increased its market share to 11.1%, up from 9.2% a year earlier, driven by strong MacBook demand, while Asus ( ASUUY ) held a 7.6% share. Other PC vendors collectively accounted for the remaining 22.0% of the global market. More on PC companies Dell: I Would Wait For A Pullback To Enter The Stock Apple Nears A Peak; Accelerating Services Monetization Meets Demand Destruction Risks Apple's Possible New iPhone Pricing Strategy Startup PrismML shrinks a large AI model for use in Apple's iPhone: report Apple added as a new short idea at Hedgeye

The United Arab Emirates boosted crude oil production to an all-time high last month, the most compelling evidence yet of how Abu Dhabi responded more boldly than any of its Persian Gulf neighbors to disruption caused by the Iran war. The country pumped 4.1 million barrels a day on average in June, the International Energy Agency said in its monthly report. That surpasses the peak daily output 4 million a day in 2020 when the country had boosted supply during a brief price war with Saudi Arabia over OPEC+ policy, and follows its exit from OPEC. Abu Dhabi’s bold tactics since the war began are becoming increasingly apparent, from using its own large fleet to hiring in extra ships controlled by Sinokor Group, a South Korean firm that now runs the world’s largest fleet of oil supertankers. Many of the vessels have operated “dark,” with their digital transponders turned off to get barrels out of the Persian Gulf unseen. The vigorous recovery, most of which came before a spate of attacks on commercial shipping in the Strait of Hormuz this week, comes after the UAE announced its departure from the Organization of the the Petroleum Exporting Countries at the end of April, in order to pursue expansion plans unfettered by the group’s output restrictions. Rebounding flows from the Persian Gulf, along with the precarious peace agreement between Washington and Tehran, had helped flip world markets from tightness to signs of oversupply in key regions and erased the war-time rally in crude prices. The recovery picture was muddied on Wednesday, however, when President Donald Trump declared the ceasefire effectively void after the two sides traded hostilities in the Persian Gulf. US forces struck sites in Iran for two consecutive days, and Tehran Iran fired upon Bahrain and Kuwait. Brent futures topped %$80 a barrel earlier this week, but eased to below $76 a barrel on Friday. Read: UAE Port Ramps Up Hormuz-Dodging Oil Flows After Iranian Strikes The Gulf’s other major producers al...

Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And while these products are popular in the US, the scale coming out of Korea is enormous. It's a good week to talk about this intersection, because some of the biggest stories of the week include Samsung's earnings and SK Hynix's new US listing. Barclays's Global Head of Equities Tactical Strategies Alexander Altmann has used the word “terrifying” to describe the amount of notional exposure coming from these levered ETFs. He explains to us why that is and we talk to him about why, in such a short period of time, the world of levered ETFs has gotten to be so large, with AUM increasing threefold in Asia alone. He also us gets into how he is thinking through risk management and how we as society — and retail investors in particular — got to be overexposed on equities and why that keeps him up at night.

Conservationists fear more nests may have been destroyed during work on Jarrow houses by council-appointed contractor Swift chicks are feared to have been thrown into a skip during house renovations in South Tyneside, despite rules that should stop the destruction of nests. The Northern Swifts Group (NSG) was alerted to the destruction of at least one nest on Tuesday, in a street in Jarrow where houses were being renovated by South Tyneside council. Continue reading...

Alice Oseman’s LGBTQ+ romantic teen drama concludes with an intimate look at long-distance relationships, while Daniel Day-Lewis and Sean Bean are two brothers surrounded by fear and generational pain Submerge yourself, for the last time, in the warm bath of inclusivity that is Alice Oseman’s world-conquering LGBTQ+ romantic teen drama. Despite returning as a feature film, it’s intimate, suburban business as usual for Joe Locke’s Charlie, Kit Connor’s Nick and their tight-knit circle of queer friends. The principal conflict this time revolves round Nick’s looming departure for university and the pair’s worries about how – and if – a long-distance relationship could work. It’s also about navigating everyday coupledom, with Anna Maxwell Martin (replacing Olivia Colman) as Nick’s single mum and Derek Jacobi as an older gay man giving the boys pause for thought. Friday 17 July, Netflix Continue reading...

North Korean Premier Pak Thae-song has begun his three-day trip to China, as Beijing offers rare praise for its socialist neighbour’s economic achievements. Pak, a member of the Politburo Presidium of the ruling Workers’ Party of Korea, landed at Beijing Capital International Airport on Friday morning accompanied by a joint party and government delegation. He is expected to attend an event marking the 65th anniversary of the signing of Beijing’s only formal defence pact, the China-North Korea...

Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And while these products are popular in the US, the scale coming out of Korea is enormous. It’s a good week to talk about this intersection, because some of the biggest stories of the week include Samsung’s earnings and SK Hynix’

企查查APP显示，近日，新易盛发生工商变更，注册资本由约9.9亿元人民币增至约13.9亿元。企查查信息显示，该公司成立于2008年，法定代表人为高光荣，经营范围包括光通信设备制造、电子元器件制造等。（人民财讯）

嘉化能源公告，预计2026年半年度实现归属于上市公司股东的净利润在人民币2亿元至2.5亿元之间，与上年同期相比，将减少3.31亿元至3.81亿元，同比减少56.94%至65.55%。预计2026年半年度实现归属于母公司所有者的扣除非经常性损益的净利润在人民币2.8亿元至3.3亿元之间，与上年同期相比，将减少1.99亿元至2.49亿元，同比减少37.65%至47.10%。受国际区域冲突影响，化工原材料端价格大幅波动，叠加国内实体企业宏观经营环境压力增大，公司主营业务相关产业景气度不及预期，公司产品下游需求不足，产品价格不同程度走弱，挤压毛利空间。

台风“巴威”7月10日11时位于浙江省温州东南方向约1016公里的洋面上，中心附近最大风力13级(台风级)，最大可能于11日白天掠过台湾岛北部沿海，并于11日夜间在浙江温岭至福建霞浦一带沿海登陆。受“巴威”影响，10日夜里至11日浙中南沿海海面风力11~14级局部15级以上，11日沿海和浙中南地区有暴雨大暴雨，温台丽局部特大暴雨，防汛防台形势严峻。根据《浙江省防汛防台抗旱应急预案》和第9号台风“巴威”防御工作方案，经研判会商，省防指决定于7月10日16时将防台风应急响应提升至Ⅱ级。(央视新闻)

Companies In The News Are: MARA, COST, SMPL, LEVI.

易捷航空（easyJet）当地时间10日宣布，已原则上同意接受美国私募巨头阿波罗全球管理公司（Apollo Global Management）提出的57亿英镑（约合76.4亿美元）的收购要约。同时，易捷航空宣布撤回此前对另一家美资投资机构卡斯尔莱克（Castlelake）收购方案的推荐。 根据两家公司发布的联合声明，阿波罗公司给出的报价为每股7.15英镑，较易捷航空5月28日的股票收盘价溢价高达81%。在交易结构方面，符合条件的易捷航空股东可选择不接受现金套现，而是将其现有股份转化为由阿波罗旗下基金控股的特定投资工具的股份。易捷航空表示，根据相关规定，阿波罗公司须在8月7日前提交正式的收购要约，否则将视为放弃本次交易。尽管易捷航空目前建议股东暂不采取任何行动，但董事会明确表示倾向于向股东推荐阿波罗的最新方案。 此次两家私募巨头的竞购战此前已历经多轮拉锯。就在本月6日，易捷航空曾原则上同意接受卡斯尔莱克公司提出的第五轮收购方案。该方案对易捷航空的股权估值为52.3亿英镑（完全摊薄后为55.2亿英镑），折合每股6.90英镑，一度刺激易捷航空股价大幅飙升。随着报价更高的阿波罗公司介入，易捷航空最终选择易主。 责任编辑：龙运翔

格隆汇7月10日｜有投资者在互动平台向陕天然气提问，十五五相关规划对天然气掺氢终于有了明确支持！我司正在开展相关试验，并将建设相应实施场站！以目前设想，氢气从哪里来成本是否得以解决？如未来大规模实施，我司是否与合作方组建合资公司以保证安全性，供应稳定性及合理利润？ 陕天然气回复称，公司掺氢项目正处于示范建设及试验验证阶段，示范项目绿电制氢，绿电采用常规模式获取，成本处于合理区间。如未来确需大规模实施，将按照相关政策另行统筹考虑。

杭钢股份公告，预计2026年半年度实现归属于母公司所有者的净利润为1260万元左右，与上年同期（净利润-1.14亿元）相比实现扭亏为盈；预计扣除非经常性损益后的净利润为-2300万元左右。公司钢铁主业亏损收窄，数字经济业务效益释放，叠加理财收益及政府补助等非经常性损益影响，实现扭亏。

格隆汇7月10日｜美银将纽曼矿业的目标价从157美元下调至132美元，维持“买入”评级。(格隆汇)

最近数码圈最让人肉痛的事情是什么？毫无疑问，是存储价格的飙涨。 近期，各家智能手机、PC等各类硬件的价格都在涨。几年前有过的内存、硬盘白菜价时代，已经一去不复返了。随着上游NAND闪存原厂持续的减产保价策略发挥威力，存储的采购成本一路水涨船高，这直接导致了今年各家手机厂商在制定SKU时陷入了巨大的成本焦虑——大容量版本的溢价越来越高，苹果的「金子内存」自不必说，就连一向更强调性价比的安卓阵营，512GB乃至1TB版本的价格差也正在被无情拉大。 在这样的背景下，普通消费者的钱包是最诚实的。与其花大几百甚至上千元的溢价去购买大容量版本，越来越多人开始重新将目光投向了堪称时代眼泪的解决方案：存储卡扩容。 在2026年的当下，面对五花八门的存储卡市场，不同场景到底该怎么选？为什么下半年手机行业在密谋让存储卡槽复活？以及，普通消费者如何在鱼龙混杂的市场中买对不踩坑？雷科技（ID：leitech）用一篇文章给大家说清楚。 存储卡分类多又杂，读写速率最关键 很多人一搜存储卡，面对详情页上密密麻麻的字母和数字就瞬间头大，一时间不知道怎么下手：买贵了性能过剩，买便宜了用着卡顿甚至丢数据。在掏钱之前，我们得先理清当下的存储卡体系。 目前市面上的主流存储卡，按形态分的话，最主要的就是全尺寸SD卡（主要用于微单、单反等专业影像设备）和MicroSD卡（俗称TF卡，应用最广泛）两种。对于大部分人来说，TF卡是用得最多的。 当然，还有一些相对小众的存储卡，比如华为推出了NM存储卡，它的尺寸、形状和Nano手机卡一致，很多华为手机都支持。NM存储卡的一大优势，就是可以复用手机的SIM卡槽，机身不用再额外开槽；坏处则是它会占用一个手机卡卡槽。 再说回兼容性最强的TF卡，除了手机、平板，现在大部分运动相机、监控摄像头、游戏掌机等大部分涉及存储卡扩容的设备，基本用的都是这一方案。只是，像Type C接口一样，虽然大家长得都一样，但具体的规格和参数天差地别。 而判断TF卡性能强弱最核心的因素就是读写速率，不同等级的速率对应不同的应用场景，这里我们整理出了一个比较直观的场景对号入座指南。 1. 游戏掌机：尽量买高速卡 2025年Switch2发布时，任天堂宣布这款掌机仅支持MicroSD Express存储卡，不再兼容普通MicroSD。根据SD卡协会指定的标准，MicroSD Express速率分成三档...