News
Australia's S&P/ASX200 index closed down 0.30 points on July 20 (Monday), almost flat, at 8796.40 points.
Germany's two-year government bond yield hit its highest level since July 2024, at 2.8174%, the latest increase of 3.5 basis points.
Samsung Electronics' wafer foundry is evaluating expanding the initial production scale of its Taylor plant in the United States to twice the original plan.
Russian Defense Ministry: Russian troops attacked a fuel storage facility in the Ukrainian port of Odessa.
Hanmi Semiconductor: Plans to supply Tesla's (TSLA.O) TeraFab factory in the United States.
Indonesian parliamentary committee approves bill to establish financial center.
According to media reports, SpaceX rocket debris may accidentally hit the moon. According to calculations, the impact is expected to occur on August 5. SpaceX declined to comment on the matter. It's unclear whether the impact was visible from Earth. "I think it's going to be very difficult, if not completely invisible, to observe," said William Cook, a manager at NASA.
Ryanair CEO: Boeing expects the 737 MAX 10 to be certified in September or October.
European Mediterranean Seismological Center: A 5.5-magnitude earthquake occurred in western Iran.
According to CNN, U.S. Secretary of State Marco Rubio stated that Washington bears the responsibility for the safety of navigation in the Strait of Hormuz, yet most ships do not fly the U.S. flag. Other countries should share the responsibility of protecting navigation in the strait, whether by providing equipment or funding.
At the close of early trading, the main domestic futures contracts were mixed. Liquefied petroleum gas (LPG) rose by more than 8%, container shipping European lines and low-sulfur fuel oil (LU) rose by more than 6%, SC crude oil rose by nearly 6%, methanol rose by more than 5%, and pure benzene, fuel oil, and propylene rose by nearly 5%. In terms of decline, eggs and pigs fell by more than 2%, lithium carbonate fell by nearly 2%, and polysilicon, glass, and apples fell by more than 1%.
Australia's Wesfarmers: Established multi-year strategic partnerships with a number of companies to support the continued application of artificial intelligence and cloud technology within the group.
Australia's Wesfarmers: Reached an artificial intelligence partnership with Microsoft (MSFT.O).
U.S. Central Command: It is pursuing Iran's responsibility according to the commander-in-chief's instructions. Central Command troops maintain a high degree of vigilance and focus, have strong combat capabilities, and are ready to respond to various situations at any time.
U.S. Central Command: Attacked Iran’s military command centers, air defense and coastal surveillance sites, maritime combat capabilities, missile and drone launch sites, and communications networks to further weaken Iran’s ability to attack merchant ships and civilian sailors passing through the Strait of Hormuz.
U.S. Central Command: As of 10 p.m. Eastern Time on July 19, the ninth consecutive nighttime strike against Iran has been successfully completed.
US Secretary of State Rubio: The meeting with the Lebanese president was very positive.
US Secretary of State Rubio: The United States remains open to resolving the Iranian issue through diplomatic channels.
Hong Kong star technology and Internet stocks strengthened, with Bilibili (09626.HK) rising by more than 6%, Alibaba (09988.HK) rising by more than 5%, and Kuaishou (01024.HK), Tencent Holdings (00700.HK), Xiaomi Group (01810.HK) and other stocks following suit.
The A-share oil engineering sector opened higher, directly trading the oil price risk premium caused by the obstruction of navigation in the Strait of Hormuz. Iran claims that shipping volume has dropped to zero. Although this statement still needs to be verified by more shipping data, the market has begun to reprice the energy chain based on the "risk of supply disruption." Oil services were the first to respond, and the logic was relatively straightforward: Once transportation risks in the Middle East rise, crude oil prices and energy security expectations will heat up simultaneously, and upstream exploration, oil and gas services, engineering construction and other directions will be more likely to receive funding. But if the Hormuz risk evolves from a short-term disturbance to a sustained naval blockade, The next step to be revalued may be the shipping sector. The reason is that the blockade will not only affect oil prices, but also change ship turnover efficiency, route risks and transportation costs. Oil tankers, LNG ships and related routes in the Middle East may face problems such as deviations, port congestion, waiting, and rising war insurance premiums. The actual available shipping capacity will be compressed, and freight price flexibility will be amplified. Therefore, the current market speculation on oil services is to trade "upward oil prices"; if subsequent restrictions on the strait are confirmed by shipping data, funds may further shift to shipping, resulting in "tight shipping capacity" and "freight revaluation". key observation points, It is the traffic volume of ships, the situation of LNG ship deviations, war insurance premiums and whether the freight rates on the Middle East route are rising simultaneously.