英格兰、阿根廷会师四强，霍尔木兹再度牵动油价，AI、芯片和海上安全同时成为全球焦点

England and Argentina moved into the World Cup semi-finals, while U.S.-Iran tensions again pushed oil and markets higher. Russia said a Ukrainian drone hit a tanker in the Sea of Azov, Europe reported more than 10,000 excess deaths from the heatwave, 14 countries rejected China’s South China Sea claims, Apple sued OpenAI, Israel set an October election date, and Micron expanded its U.S. chip investment plan.