地缘政治风险与通胀压力 - 美伊紧张局势升级引发通胀担忧，美国股指期货全线下跌，道琼斯工业平均指数期货下跌0.2%，标普500指数期货下跌0.5%，纳斯达克100指数期货下跌0.9%[1] - 特朗普总统威胁对伊朗实施更多经济制裁，并威胁若阿曼干涉美国在霍尔木兹海峡的计划将对其进行“轰炸”，推动油价升至两周多来最高水平[2] - 国际基准布伦特原油期货触及每桶91美元，美国基准西德克萨斯中质原油期货升至每桶84美元，同时美国战略石油储备降至1982年以来最低水平[2] 债券市场与收益率 - 油价上涨、人工智能借贷热潮及对政府借贷的担忧推高全球债券收益率，美国10年期国债收益率升至4.72%，30年期国债收益率升至5.31%，创19年新高[3] 企业财报与市场支撑 - 财报季至今对股市形成支撑，尽管第二季度财报季节奏放缓，但家得宝、托尔兄弟和Klarna等公司即将发布财报[3]

President Donald Trump said that the US will reduce military exercise with South Korea with a positive signal to North Korea's leader Kim Jong Un. Investors are keen on this announcement. At the same time solutions are still pending at the Middle East conflict. Initial signs from the U.S. Futures Index suggest that Wall Street might open broadly higher on Monday, with Down jones to open lower. Oil prices remained higher. Brent crude futures were up 0.8 percent at $89.22 a barrel. WTI crude futures rose 0.4 ...