美军已连续多日对伊朗发动空袭，旨在削弱其在霍尔木兹海峡威胁船只的能力。美军在波斯湾大通布岛击中了导弹储存与发射基地，并将打击范围扩大至德黑兰周边及塞姆南省等北部地区。在此期间，美军击中并瘫痪了一艘驶向伊朗哈尔克岛的空载油轮，指控其违反封锁禁令，这是自重启对伊港口海上封锁以来首艘被瘫痪的船只。作为报复，伊朗向巴林、科威特和约旦等美军盟友发射了导弹与无人机，其中约旦军方拦截了8枚飞往该国的导弹。随着冲突升级，伊朗谈判代表宣布6月17日达成的临时和平协议失效，并表示目前没有与美国谈判的计划。

The U.S. military has launched consecutive days of airstrikes against Iran to degrade its ability to target vessels in the Strait of Hormuz. U.S. forces struck missile storage and launch sites on Greater Tunb Island in the Persian Gulf, expanding operations north to areas around Tehran and Semnan province. During these operations, U.S. forces disabled an empty oil tanker sailing toward Iran's Kharg Island, accusing it of violating the reinstated naval blockade. In retaliation, Iran fired missiles and drones at regional U.S. allies, including Bahrain, Kuwait, and Jordan, where the Jordanian military intercepted eight incoming missiles. Following the hostilities, Iran's top negotiator declared the June 17 interim peace deal voided, stating Tehran has no plans to negotiate with the U.S.

在两国军事冲突不断加剧的特殊时期，伊朗政府允许被拘留一年多的53岁美籍伊朗裔双重国籍公民迪娜·卡拉里离境。卡拉里自2024年12月起因在一家帮助贫困儿童的美国非营利组织工作而被控间谍罪并遭扣留护照。美国总统特朗普在社交媒体上称其被“错误拘留”，并对伊朗这一“友好姿态”表示感谢。卡拉里的律师贾里德·根瑟透露，卡拉里上周突发严重心脏病，能在双方处于战争冲突期间安全离开伊朗是一个“小小的奇迹”，并对特朗普总统的努力表示感谢。目前卡拉里已安全离开伊朗，正返回美国。

Amid heightened military hostilities, the Iranian government allowed Dena Karari, a 53-year-old dual Iranian-American citizen detained for over a year, to leave the country. Karari had her passport seized and faced espionage charges since December 2024 related to her work with an American nonprofit helping children. President Trump described her as having been "wrongfully detained" and thanked Iran for this "gesture of goodwill." Her lawyer, Jared Genser, revealed that Karari suffered a massive heart attack last week, making her departure amid ongoing hostilities and ailing health a "minor miracle," and credited President Trump's efforts for the breakthrough. Karari is now safely traveling back to the United States.

全球最大合约芯片制造商台积电宣布，计划在美追加1000亿美元投资，用于在亚利桑那州建设更多先进芯片制造厂及先进封装厂。此项新承诺使台积电在美承诺的投资总额达到2650亿美元，该计划是华盛顿与台北之间将半导体制造引入美国本土协议的一部分。得益于人工智能需求的激增，台积电第二季度净利润同比大幅增长77.4%，达到1.27万亿新台币，创下连续第五个季度历史新高。为此，台积电上调了其年度营收增长预期，并将今年的资本支出预算从先前的520亿至560亿美元提高到600亿至640亿美元，预计芯片和数据中心的强劲需求将延续至2027年。

TSMC announced plans to invest an additional $100 billion in the United States to build more cutting-edge chipmaking facilities and advanced packaging plants in Arizona. This new commitment brings TSMC's total pledged investment in U.S. chipmaking to $265 billion, formalizing a pledge under a broader agreement between Washington and Taipei. Driven by surging artificial intelligence demand, TSMC reported a 77.4% year-on-year surge in second-quarter net income to NT$1.27 trillion, marking a record high for the fifth consecutive quarter. Consequently, TSMC raised its annual revenue growth forecast and increased its capital expenditure budget for this year to $60 billion-$64 billion, up from an earlier estimate of $52 billion-$56 billion, projecting strong demand to extend into 2027.

美国政府宣布将对来自巴西的部分进口商品征收25%的关税，该措施将于2026年7月22日正式生效。此项关税是根据美国《贸易法》第301条款实施的。此前，美国开展了为期一年的调查，认定巴西在数字贸易、关税、知识产权、乙醇市场准入和森林砍伐等领域的政策损害了美国商业利益。为了避免对美国供应链造成中断，美国豁免了部分无法在本土生产的商品，包括咖啡、牛肉、橙子及橙汁、医药产品、部分油气能源产品以及航空航天零部件，但乙醇将被征收关税。巴西方面对此项关税表示谴责，称对巴西采取单边措施是毫无道理的。

The United States government has announced it will impose a 25% tariff on certain imports from Brazil, scheduled to take effect on July 22, 2026. The action is imposed under Section 301 of the Trade Act following a year-long investigation by the Office of the U.S. Trade Representative, which concluded that Brazilian policies regarding digital trade, tariffs, intellectual property, ethanol market access, and deforestation burden U.S. commerce. To prevent supply chain disruptions, the U.S. has exempted certain goods not produced domestically, including coffee, beef, oranges, orange juice, pharmaceuticals, some oil and gas products, and aerospace components, though ethanol will be subject to the tariffs. Brazil has denounced the levies, stating there is no justification for unilateral measures against the country.

全球企业并购市场今日迎来两笔巨额交易。优步（Uber）同意以148亿美元（约合130亿欧元）收购德国食品配送巨头 Delivery Hero SE。作为重组安排的一部分，Delivery Hero 将把其在土耳其及部分欧洲的业务剥离给纽约投资机构 SSW Partners。与此同时，瑞士工程集团 ABB 宣布达成协议，将以55亿美元（约合41亿英镑）的价格收购英国工程集团 Rotork，这是 ABB 历史上规模最大的收购案，旨在强化其电气化业务，同时也顺应了外国买家对伦敦上市公司兴趣高涨的整体浪潮。

The global corporate M&A market saw two massive transactions today. Uber Technologies Inc. agreed to acquire German food-delivery company Delivery Hero SE in a deal valuing the target at $14.8 billion (approximately 13 billion euros). As part of the restructuring, Delivery Hero will spin off its Turkish and certain European operations to New York-based investment firm SSW Partners. Concurrently, Swiss engineering group ABB announced an agreement to acquire UK-based engineering group Rotork for $5.5 billion (approximately £4.1 billion). This landmark transaction represents the largest acquisition in ABB's history, aimed at strengthening its electrification business amid an ongoing wave of foreign interest in London-listed companies.

受安大略省西北部野火产生的浓烟影响，多伦多的空气质量在世界主要城市中排名最差，甚至超越了刚果民主共和国的金沙萨和印度的新德里。加拿大环境部对多伦多发布了10+（极高风险）的空气质量健康指数评级，并预计这种危害健康的气象条件将持续到周四晚间。气象专家指出，高压脊（热穹顶）和高于平均水平的异常高温不仅推高了温度，还助长了烟霾向东部和南部的扩散。目前，烟霾已波及美国东北部和中西部地区，纽约市等城市已发布健康警报，敦促居民减少剧烈的户外活动，美国国家气象局表示烟霾可能会一直持续到本周末。

Thick smoke from wildfires in northwestern Ontario blanketed Toronto, pushing the city's air quality to the worst among all major cities globally, surpassing Kinshasa and New Delhi. Environment Canada issued an Air Quality Health Index reading of 10+ (very high risk), with hazardous conditions expected to persist through Thursday night. Meteorologists noted that a heat dome and higher-than-average temperatures are helping to push the smoke eastward and southward. The wildfire smoke has spread into the northeastern and midwestern United States, prompting health alerts and warnings for residents to limit outdoor activities in cities like New York, with the National Weather Service warning that the smoke could linger into the end of the week.

在亚特兰大梅赛德斯-奔驰体育场举行的世界杯半决赛中，卫冕冠军阿根廷队在落后的情况下以2-1逆转击败英格兰队，成功晋级决赛。英格兰队在第55分钟凭借安东尼·戈登的进球取得领先。然而，39岁的阿根廷队长梅西在最后阶段贡献了两次关键助攻，先是在第85分钟助攻恩佐·费尔南德斯扳平比分，随后在伤停补时第92分钟送出传中，助攻替补登场的劳塔罗·马丁内斯头球攻入制胜绝杀。这场胜利让阿根廷队挺进周日在MetLife体育场对阵西班牙队的决赛，而英格兰队则无缘自1966年以来的首场世界杯决赛，他们将在周六的季军争夺战中对阵法国队。

Defending champions Argentina secured a dramatic 2-1 comeback victory over rivals England in the World Cup semifinal in Atlanta, advancing to Sunday's final. England took the lead in the 55th minute through Anthony Gordon. However, Argentina's 39-year-old captain Lionel Messi inspired a late rally by assisting both of his team's goals. Messi set up Enzo Fernandez for an 85th-minute equalizer before delivering the cross for substitute Lautaro Martinez to head home the winning goal in the 92nd minute of stoppage time. With the victory, Argentina moves on to face Spain in the final at MetLife Stadium on Sunday, while England will face France in Saturday's third-place play-off.