美国贸易代表格里尔：（谈霍尔木兹海峡局势）美国不受供应链影响。

Barclays economists said China’s stronger-than-expected March manufacturing PMI, along with gains in new export orders and production, points to a limited impact from the Middle East war on supply and demand. New export orders reached a near two-year high, supporting the view that exports will remain a key growth driver. A prolonged conflict could also accelerate the global shift to green energy, benefiting China’s leadership in the sector. However, rising input costs and muted pass-through to output prices suggest ongoing pressure on corporate margins.

美国1月FHFA房价指数月率 0.1%，前值由0.10%修正为0.3%。