The yield on the US 30-year Treasury bonds rose to 5.69%, reaching a new high since 2002.

(1) Petroperu, the state-owned oil company of Peru, has stated that an eighth illegal tapping point was found on the North Peruvian Oil Pipeline (ONP) in the Sechura area of the Piura province. The company has activated its emergency response plan and dispatched professionals to the site. (2) Since June 2026, a total of eight illegal connections have been detected in the Sechura desert region. (3) Petroperu indicated that this new attack on the North Peruvian Oil Pipeline has resulted in an oil spill. The company reported the incident to the relevant authorities and plans to file a criminal complaint with the local prosecutor.

Today (6th), according to the National Pipeline Network Group, the cumulative volume of crude oil transported through the Ningxia outbound pipeline has exceeded 200 millions tons. This energy corridor, which has been operating safely for 48 years, continues to provide strong support for optimizing the allocation of oil and gas resources in western China and promoting high-quality regional economic development. (CCTV)

According to CME "FedWatch": there is a 77.3% probability that the Federal Reserve will keep interest rates unchanged by October, and a 22.7% probability of a cumulative 25 basis point rate hike. By December, there is a 13.4% probability that rates will remain unchanged, a 67.8% probability of a cumulative 25 basis point hike, and an 18.8% probability of a cumulative 50 basis point increase.

As Nvidia (NVDA.US) shares hit a new high for the first time in four months, analysts remain optimistic about its future. The company's stock closed at $237.58 on Monday, setting a new peak, and the company's market value is around 5.76 trillions USD. Wedbush analyst Matt Bryson noted that as Nvidia gets closer to meeting its future financial expectations, "it's increasingly difficult for the market to ignore the disconnect" between its growth prospects and its valuation. He pointed out that the company is expected to grow at a 70% rate, but the stock is trading at less than 20 times next year's expected earnings per share, making it appear relatively inexpensive. Despite facing competition from peers and even its own customers, Nvidia remains the "cornerstone of AI infrastructure," BNP Paribas analyst Karl Ackerman wrote in a report last week. He raised the stock’s price target to $345 per share, which implies a 45% upside compared to Monday's closing price.