【視頻】霍爾木茲海峽24小時狀況監控：通行狀況仍接近停滯，大量船舶等待通行。

China has halted some exports of jet fuel, diesel, kerosene and fertilisers under guidance from the National Development and Reform Commission, aiming to preserve domestic energy and food supplies amid Middle East disruptions. Industry sources and analysts said shipments have been curtailed without formal announcements. Vietnam and Australia face rising fuel costs and potential shortages, while India and the Philippines assess alternative supplies. Hu Min Min of S&P Global Energy said waivers are “unlikely” without resumed Strait of Hormuz navigation, adding refiners will prioritise domestic inventories over exports.

高盛：對私募信貸的擔憂，包括承銷質量以及對可能受人工智能不利影響的軟件公司的敞口，提醒我們信貸週期並未終結。