午盘收盘，国内期货主力合约跌多涨少，液化气封跌停，低硫燃料油（LU）跌超15%，燃料油跌超14%，SC原油跌超13%，甲醇跌超10%，对二甲苯、丙烯跌超9%，沥青、聚丙烯、乙二醇跌超8%。涨幅方面，沪银涨超5%，沪锡涨超4%，油菜籽、钯、铂涨超3%，沪金涨超2%。

巴林内政部：警报已拉响。请市民和居民保持冷静，前往最近的安全地点。

Iran conflict: - U.S.-Iran talks set for Islamabad as ceasefire opens diplomatic window — sources - Iran and Oman will charge fees to ships transiting through the Strait of Hormuz under the current ceasefire plan — AP - U.S., Iran agree two-week ceasefire tied to Hormuz reopening Energy & commodities: - EIA expects Brent-WTI spread to gradually decline as Strait of Hormuz oil flows resume, oil prices fall - EIA expects U.S. retail diesel prices to average the highest in 2026 since 2022 Corporate & technology: - Anthropic: in ongoing discussions with U.S. government officials about Claude Mythos preview and its offensive and defensive cyber capabilities - Apple targets September launch for first foldable iPhone - Intel: joining Terafab project with SpaceX, xAI, Tesla - Broadcom agrees to supply AI chips for Google and signs expanded deal with Anthropic, providing about 3.5 gigawatts of computing capacity from Google processors - Xiaomi hires ex-Tesla manager to lead Europe logistics ahead of 2027 EV push - Tencent develops “DreamNow” AI content platform for AIGC creation and sharing - Tesla Shanghai deliveries rise 23.5% in 1Q, March volumes surge - SpaceX targets late-May prospectus, June roadshow in record retail-focused IPO — sources China policy & economy: - PBOC extends gold buying streak to 17 months despite price drop - Xi urges faster energy transition as Iran conflict jolts global markets Markets & macro: - U.S. orders for business equipment rebound in February, signaling firms pressed ahead with investment before Iran war - UBS Global Wealth Management cuts June 2026 S&P 500 target to 7000 from 7300 - UBS lowers end-June gold forecast to $5,200 per ounce on softer investor demand amid elevated volatility