創業板指跌超2%，深成指跌1.74%，滬指跌0.33%。CPO、存儲芯片、PET銅箔板塊跌幅居前。

After the Islamabad MoU, substantive US–Iran talks have opened, but CITIC Securities says the main near-term risk is domestic political pressure in the US, Israel and Iran rather than an immediate war. Keeping the Strait of Hormuz fully open faces significant hurdles; apart from proxy-force dynamics, meaningful progress on the nuclear file within 60 days is unlikely and a prolonged stalemate is possible — lowering the odds of rapid large-scale conflict but also of a stable agreement. Strategically, the episode will push Gulf states back toward a security-first governance posture since the Arab Spring while sharpening incentives for economic diversification, potentially creating cooperation opportunities for China in traditional and new energy and the digital economy.

Oracle (ORCL.N) filed a prospectus supplement, adding placement agents for a $20 billion equity offering.