美国国务卿鲁比奥：美国将继续全力参与并投入大量资源，包括与联合国协调，立即提供1亿美元的人道主义援助。

U.S. President Trump said Iran fired at least four one-way attack drones at vessels transiting the Strait of Hormuz and called the action a stupid violation of our ceasefire agreement.

BNP Paribas economists say Japan will likely face continued inflationary pressure as import prices are expected to remain above pre–Middle East-crisis levels. Although Strait of Hormuz tensions have eased, a shift to higher-cost U.S. crude, sharply higher insurance premiums and a weak yen are expected to keep import costs elevated; an AI investment boom and a strong equity market should sustain domestic demand, and aggregate demand may remain robust in H2 as geopolitical uncertainty recedes.