1. On July 29, local time, US President Trump said that due to Iran firing missiles at the US military in the Middle East region, the US “will deal a heavy blow” to Iran, and is also planning to add new provisions to the relevant law to authorize the US to levy tariffs on Iran. 2. The US Space Force announced on July 29, local time, that the US Space Exploration Technology Company recently obtained a contract worth 1.6 billion US dollars to carry out 18 “Falcon 9” rocket launch missions by the end of 2027, carrying out military satellites to detect and track targets in the air. 3. The US Central Command stated that the US military continues to implement the blockade against Iran. As of the 29th, the US military had changed the navigation routes of 20 merchant ships and made 2 ships incapacitated. In addition, the US military also boarded and inspected 2 ships. 4. The US Federal Reserve announced on the 29th that it will continue to keep the federal funds rate target range unchanged between 3.5% and 3.75%. This decision to keep interest rates unchanged for the fifth time in a row this year is in line with the general expectations of the market. 5. On July 29, local time, a senior Israeli official revealed that Israeli Prime Minister Binyamin Netanyahu held talks with US President Trump for about 90 minutes at the White House on the 28th local time. The Iran issue was the focus of the talks. The two discussed three plans. 6. Meta's second-quarter revenue was US$60.80 billion, up 28% year on year, and estimated at US$60.24 billion; earnings per share were US$6.18, or US$7.14 for the same period last year. Meta estimates capital expenditure of $130 billion to $145 billion for the fiscal year, compared to $125 billion to $145 billion previously. 7. Microsoft's fourth fiscal quarter revenue was US$90.1 billion, up 18% year-on-year. Azure cloud revenue surpassed $100 billion for the first time this year. Microsoft expects capital expenditure to reach 175 billion US dollars in fiscal year 2027, compared to the previous estimate of 190 billion US dollars. 8. After the Federal Reserve announced on Wednesday that it will keep interest rates unchanged, Citi still expects the unemployment rate to rise in the next few months, which will cause the Federal Reserve to cut interest rates in October, December, and January next year. 9. According to CME's “Federal Reserve Watch”, the probability that the Fed will keep interest rates unchanged until September is 36.8%, the probability of a cumulative 25 basis point rate hike is 63.2%, and the probability of a cumulative 50 basis point rate hike is 0%.

1. On July 29, local time, US President Trump said that due to Iran firing missiles at the US military in the Middle East region, the US “will deal a heavy blow” to Iran, and is also planning to add new provisions to the relevant law to authorize the US to levy tariffs on Iran. 2. The US Space Force announced on July 29, local time, that the US Space Exploration Technology Company recently obtained a contract worth 1.6 billion US dollars to carry out 18 “Falcon 9” rocket launch missions by the end of 2027, carrying out military satellites to detect and track targets in the air. 3. The US Central Command stated that the US military continues to implement the blockade against Iran. As of the 29th, the US military had changed the navigation routes of 20 merchant ships and made 2 ships incapacitated. In addition, the US military also boarded and inspected 2 ships. 4. The US Federal Reserve announced on the 29th that it will continue to keep the federal funds rate target range unchanged between 3.5% and 3.75%. This decision to keep interest rates unchanged for the fifth time in a row this year is in line with the general expectations of the market. 5. On July 29, local time, a senior Israeli official revealed that Israeli Prime Minister Binyamin Netanyahu held talks with US President Trump for about 90 minutes at the White House on the 28th local time. The Iran issue was the focus of the talks. The two discussed three plans. 6. Meta's second-quarter revenue was US$60.80 billion, up 28% year on year, and estimated at US$60.24 billion; earnings per share were US$6.18, or US$7.14 for the same period last year. Meta estimates capital expenditure of $130 billion to $145 billion for the fiscal year, compared to $125 billion to $145 billion previously. 7. Microsoft's fourth fiscal quarter revenue was US$90.1 billion, up 18% year-on-year. Azure cloud revenue surpassed $100 billion for the first time this year. Microsoft expects capital expenditure to reach 175 billion US dollars in fiscal year 2027, compared to the previous estimate of 190 billion US dollars. 8. After the Federal Reserve announced on Wednesday that it will keep interest rates unchanged, Citi still expects the unemployment rate to rise in the next few months, which will cause the Federal Reserve to cut interest rates in October, December, and January next year. 9. According to CME's “Federal Reserve Watch”, the probability that the Fed will keep interest rates unchanged until September is 36.8%, the probability of a cumulative 25 basis point rate hike is 63.2%, and the probability of a cumulative 50 basis point rate hike is 0%.