Golden News | July 9 Midday Important Updates Overview

7:00-12:00 Keywords: He Yi, Temasek, Strait of Hormuz

1. US-Iran conflict escalates, traffic through the Strait of Hormuz nearly at a standstill;
2. US media: US-Iran conflict in the Strait of Hormuz may last a week or even a month;
3. US military completes new round of strikes on Iran, striking approximately 170 military targets over two consecutive days;
4. He Yi: No bias against Meme, do not view any of my online interactions as a bellwether;
5. Fed minutes: Officials warn inflation risks may force rates higher, AI investments become new variable;
6. Temasek discloses holdings in Anthropic and OpenAI, portfolio target increases allocation to AI-related assets to up to 15%;
7. Kalshi traders predict: Due to latest setbacks, shipping through the Strait of Hormuz will not return to normal until 2027.