A股歐菲光盤中異動拉昇，現漲超5%；消息面上，華爲即將發佈的AI眼鏡攝像頭模組由歐菲光獨供。

Middle East producers have asked Asian refiners to submit crude loading programs for April and May, anticipating a potential reopening of the Strait of Hormuz following a US-Iran ceasefire. About 20% of global oil and LNG flows through the route, though no blockade has been lifted. Saudi Aramco requested May cargo nominations from Yanbu and Ras Tanura, contingent on resumed transit, while Kuwait Petroleum Corp issued April loading schedules, with shipments dependent on buyers’ ability to lift cargoes.

澳大利亞工業與資源部：資源與能源生產及出口的五年預測已被推遲至2026年6月底。