美东时间7月12日下午5点，美军对伊朗领土实施了新一轮空袭，旨在削弱其袭击霍尔木兹海峡民用和商用船只的能力。美国中央司令部表示，此次行动由总统特朗普直接授权，首次使用了单向攻击海面无人艇，成功击中了防空系统、雷达站、导弹及无人机设施等数十个目标。作为报复，伊朗伊斯兰革命卫队向科威特、巴林、约旦、卡塔尔和阿曼等海湾国家的美国军事设施及周边目标发射了导弹和无人机，导致多国启动防空警报并进行拦截。约旦军方表示成功拦截了四枚来自伊朗的导弹，而巴林和科威特也报告遭遇空中袭击。美伊双方对霍尔木兹海峡的控制权各执一词，伊朗宣称已关闭该海峡，而美国则坚称其依然开放。此次冲突严重威胁到双方在6月份签署的临时和平协议，受局势紧张影响，布伦特原油和美国原油价格在周日均上涨超过3%。

At 5 p.m. ET on July 12, the US military launched a new round of targeted airstrikes against Iran, aimed at degrading its capability to attack civilian and commercial vessels in the Strait of Hormuz. Authorized by President Donald Trump, the operation utilized one-way attack sea drones for the first time, hitting dozens of targets including air-defense systems, radar sites, and missile facilities. In retaliation, Iran's Islamic Revolutionary Guard Corps launched missile and drone strikes targeting US military facilities in Kuwait, Bahrain, Jordan, Qatar, and Oman, prompting air defense activations across the region. Jordan's military intercepted four Iranian missiles, while Bahrain and Kuwait reported aerial attacks. The escalation has intensified disputes over the strategic waterway, with Iran declaring the strait closed and the US insisting it remains open. The flare-up severely threatens the fragile interim peace agreement signed in June, driving both Brent and US crude prices up by over 3% on Sunday.

美国南卡罗来纳州共和党籍联邦参议员、总统特朗普的紧密盟友林赛·格雷厄姆于7月11日星期六晚上因突发疾病去世，终年71岁。华盛顿特区法医公布的初步调查结果显示，格雷厄姆的死因是动脉粥样硬化性心血管疾病引起的主动脉夹层（即身体最大动脉破裂）。格雷厄姆在国会服务了三十年，其逝世距离他面临连任竞选仅有四个月，且就在他刚从乌克兰访问归来的一天后。特朗普总统对格雷厄姆的逝世表示深切哀悼，并下令全国降半旗志哀。

US Senator Lindsey Graham, a prominent South Carolina Republican and close ally of President Donald Trump, passed away on Saturday night, July 11, at the age of 71 after a sudden illness. Preliminary findings from the District of Columbia's medical examiner indicate the cause of death was an aortic dissection stemming from arteriosclerotic cardiovascular disease. The veteran lawmaker, who served in Congress for three decades, died just one day after returning from Ukraine and four months before his scheduled re-election campaign. President Trump paid warm tribute to Graham and ordered flags across the country to fly at half-staff.

与此同时，肯塔基州共和党籍参议员米奇·麦康奈尔于7月12日发表声明，首次公开透露他于6月14日因摔倒而住院，并曾短暂失去知觉，以此打破了外界数周以来对其健康状况的猜测。现年84岁的麦康奈尔表示，医生已确认他没有骨折、脑震荡、心脏病发作、中风、肿瘤或出血，但他曾患有轻度肺炎，目前已转入康复机构。麦康奈尔将这次摔倒归因于他童年时期与小儿麻痹症的斗争。由于麦康奈尔暂时无法返回参议院投票，加之格雷厄姆的意外去世，共和党在参议院的多数席位暂时缩减至51比47，这给共和党推进特朗普总统议程及确认提名人选带来了短期挑战。

Meanwhile, Kentucky Republican Senator Mitch McConnell released a statement on July 12, breaking weeks of silence to reveal for the first time that a fall on June 14 led to his hospitalization and left him briefly unconscious. The 84-year-old senator stated that doctors confirmed he did not suffer any broken bones, concussions, heart attacks, strokes, tumors, or hemorrhages, though he was treated for mild pneumonia and has moved to a rehab facility. McConnell attributed the fall to his childhood battle with polio. As McConnell is temporarily unable to vote, coupled with Graham's unexpected death, the GOP Senate majority is temporarily reduced to 51-47, presenting short-term challenges for advancing President Trump's legislative agenda and confirming nominees.

韩国芯片巨头SK海力士在首尔上市的股票于周一收盘暴跌15.4%，创下该公司历史上最大单日跌幅，并拖累韩国综合股价指数（KOSPI）大幅下跌。就在此前的上周五，该公司在纽约纳斯达克首秀中大涨约13%，反映出美国投资者对人工智能相关半导体股票的强劲需求。然而，周一的暴跌表明市场情绪迅速转变，投资者纷纷获利回吐，同时对存储芯片行业上升趋势可能见顶的担忧也开始显现。元大证券全球策略师Daniel Yoo指出，投资者目前对于存储芯片的需求、供应以及合理估值倍数感到困惑，而此次美股上市实际上为评估该公司的估值创造了新的基准。SK海力士的剧烈波动使其美国存托凭证（ADR）与韩国本土股票之间产生了超过20%的折价率，这与台积电ADR通常保持的13%至14%的溢价水平形成鲜明对比。

SK Hynix shares in Seoul closed 15.4% lower on Monday, marking the largest single-day decline in the company's history and dragging down the benchmark KOSPI index. The record-breaking plunge followed a strong Nasdaq debut on Friday, where the South Korean chipmaker's shares jumped about 13% in New York, reflecting robust U.S. investor appetite for AI-linked semiconductor stocks. However, Monday's sharp sell-off was driven by profit-taking and emerging worries that the memory chip industry's uptrend might have peaked. Daniel Yoo, global strategist at Yuanta Securities, noted that the market is facing confusion over memory demand, supply, and appropriate valuation multiples, with the U.S. listing creating a new benchmark. The sharp move created a discount rate of more than 20% between SK Hynix's U.S. and Korean listings, contrasting sharply with the 13% to 14% premium typically maintained by TSMC's ADRs.

三菱日联金融集团（MUFG）的股票市值已达到42万亿日元，正式超越丰田汽车和铠侠控股，成为日本市值最高的上市公司。这一成就代表了日本金融行业迎来的一项具有历史意义的里程碑。自日本现行的三大巨型银行集团成立以来，这还是首次有银行机构成功登上日本股市市值第一的宝座。长期以来，日本股市的市值顶端一直由传统的制造业和技术领航企业所占据，而三菱日联金融集团的登顶打破了这一长期的市场格局，反映出日本最大型上市企业之间的估值格局和市场动态正在发生深刻变化。

Mitsubishi UFJ Financial Group Inc. (MUFG) has officially become Japan's most valuable company after its stock market capitalization reached ¥42 trillion, surpassing industrial and technology giants Toyota Motor and Kioxia Holdings. This achievement represents a historic milestone for the Japanese financial sector, marking the first time a bank has reached the top market value position since the country's current three megabank groups were established. For decades, the peak of Japan's stock market has been dominated by traditional manufacturing and technology leaders; MUFG's rise breaks this pattern and reflects shifting valuation dynamics among Japan's largest listed enterprises.

总部位于德国慕尼黑的欧洲防务初创公司Helsing宣布，已在一轮融资中筹集了18亿美元，使其估值达到180亿美元。本轮融资吸引了包括美国投资银行摩根大通，以及Lightspeed Venture Partners和Iconiq等风险投资基金的强劲需求，认购意愿远超可用配额。Helsing致力于将先进的数字技术与军事装备相结合，制造无人机和水下监视武器，并开发用于驱动这些军事应用的人工智能和自主软件。该公司研发的HX-2无人机已被提供给乌克兰军队。随着欧洲重新关注建立更具主权的技术和防务能力，Helsing从中受益，并强调其目前仍主要由欧洲所有，保留了在欧洲的深厚根基。

Munich-headquartered European defense startup Helsing announced that it has raised $1.8 billion in a funding round, valuing the German firm at $18 billion. The round drew strong demand from investors, including U.S. investment bank JPMorgan Chase and venture capital funds such as Lightspeed Venture Partners and Iconiq, with demand significantly exceeding the available allocation. Helsing integrates advanced digital capabilities with military equipment, manufacturing drones and underwater surveillance weapons, and building AI and autonomous software to power these applications. The company's HX-2 drones are already supplied to the Ukrainian army. Helsing has benefited from Europe's renewed focus on building sovereign capabilities in technology and defense, and emphasized that it remains predominantly European-owned.

日本涂料控股（Nippon Paint Holdings）发表声明，已提交一份提案，拟以75亿欧元（约合86亿美元）的价格收购阿克苏诺贝尔（Akzo Nobel）的装饰漆业务。此次竞标的目标是阿克苏诺贝尔旗下的装饰涂料业务，该业务包含知名的多乐士（Dulux）品牌。这家日本集团的报价被外界广泛解读为一次旨在介入并干扰竞争对手现有交易的尝试。这笔巨额报价不仅展示了日本涂料控股在国际市场上的扩张野心，也让涂料行业内部的竞争态势变得更加复杂，可能引发新一轮的行业整合与重组。目前，该项收购提议的具体进展和阿克苏诺贝尔方面的回应仍有待观察。

Nippon Paint Holdings has submitted a proposal to acquire Akzo Nobel's decorative paints business for €7.5 billion ($8.6 billion). The bid targets AkzoNobel's decorative coatings division, which includes the well-known Dulux brand. This substantial offer is widely characterized as an attempt by the Japanese group to gatecrash a rival deal, potentially disrupting ongoing transactions in the global coatings industry. The move highlights Nippon Paint's aggressive expansion ambitions and adds complexity to the industry's competitive landscape. It remains to be seen how AkzoNobel will respond to this unsolicited proposal.

7月12日周日深夜，泰国曼谷乍都乍区的“Rong Beer Na Lat Phrao”酒吧发生严重火灾，造成至少27人死亡，另有63人受伤，其中22人伤势严重。起火前舞台附近的断路器曾冒烟，随后断电并发生爆炸，浓烟迅速弥漫，许多遇难者的遗体在酒吧后方的洗手间内被发现。官方初步评估认为火灾可能是由天花板上的空调电气短路引起的，调查人员正重点排查安全出口是否被堵塞以及天花板易燃材料等安全违规问题。

Late Sunday night, July 12, a massive fire broke out at the Rong Beer Na Lat Phrao pub in Bangkok's Chatuchak district, killing at least 27 people and injuring 63 others, with 22 in critical condition. Smoke was seen coming from a circuit breaker near the stage before the power cut out, followed by an explosion and rapid smoke accumulation. Many victims' bodies were recovered from the restrooms. While initial assessments suggest an electrical short circuit in a ceiling air conditioner caused the fire, investigators are focusing on potential safety violations, including obstructed emergency exits and flammable ceiling materials.

在法国，巴黎以南约60至70公里的历史悠久的枫丹白露森林发生罕见且凶猛的森林大火，过火面积已达约800公顷。法国首次从通常较为干燥炎热的南部地区调派两架灭火飞机前往巴黎地区参与灭火，与地面约400名消防员协同作战。火灾已导致勒沃杜埃村约15栋房屋的居民被紧急疏散，并造成繁忙的A6高速公路部分关闭，以及往返巴黎里昂车站的铁路交通严重受阻。目前法国正处于今年夏季第三次红色预警热浪的高温峰值，巴黎气温达到约37摄氏度，极端的高温与干燥天气使灭火工作面临严峻挑战。

In France, a rare and virulent wildfire has scorched approximately 800 hectares of the historic Fontainebleau forest, located 60 to 70 kilometers south of Paris. For the first time, France deployed two firefighting planes from its drier southern region to assist 400 ground firefighters in the Paris area. The blaze forced the evacuation of about 15 homes in Le Vaudoue, partially closed the busy A6 highway, and disrupted rail traffic to and from Gare de Lyon. The crisis coincides with the peak of France's third major heatwave of the year, with Paris temperatures reaching 37 C, complicating containment efforts.