伊朗議會議長卡利巴夫：封鎖解除後對方撤退，伊朗在阿曼海與霍爾木茲海峽的商船和油輪通行恢復正常。

【國債期貨早盤收盤】2年期國債期貨（TS）主力合約跌0.02%，5年期國債期貨（TF）主力合約跌0.05%，10年期國債期貨（T）主力合約跌0.09%，30年期國債期貨（TL）主力合約跌0.37%。

Fang Yi, chief strategy analyst at Guotai Haitong, said in a note that although Middle East geopolitical tensions remain volatile, the overall trajectory points to a reduced tail-risk scenario. With uncertainty falling and micro-level trading pressures easing, price discovery should reassert, making market-structure rallies likely to broaden; he recommends overweighting A-shares. Emerging risk boundaries and constraints suggest the downward adjustment in investor risk appetite and expectations is largely complete, returning markets to endogenous growth dynamics. Accelerating capital-market reforms imply policy intent to consolidate a steady-to-improving market backdrop. Traditional sectors are stabilizing; investment in China’s emerging industries is expected to accelerate given large market demand; China’s competitive manufacturing is globalizing, lifting multinationals and ROE, and 2026 GDP growth expectations may be revised up.