A股创新药板块午后回暖，科伦药业、泽璟制药盘中创新高，海南海药4连板，石药景峰、联化科技涨停，热景生物涨超15%，石药创新、万邦医药、津药药业、康芝药业、双鹭药业跟涨。

Rising energy flows through the Strait of Hormuz have prompted UBS to lower its oil-price forecasts. UBS now expects Brent to average $84/bbl this year, down $9/bbl from its prior view, and has cut its 2027 Brent forecast to $75/bbl from $85. The bank cites reduced geopolitical risk and a rapid supply rebound that drove prices lower than expected. UBS sees a modest H2 rebound to around $80/bbl as Gulf floating storage normalizes and demand recovers, but says the path to normalization may be bumpy and risk premia could remain elevated. Inventory restocking should support prices through end‑2027, though the required rebuild is smaller than its earlier 1 billion‑barrel estimate.

日本至6月26日当周买进外国债券 -2801亿日元，前值由1997亿日元修正为2021亿日元。