根據最新美歐貿易協議，歐盟承諾未來三年採購7500億美元美國能源產品，其中液化天然氣（LNG）將佔大部分。然而，由於亞洲天然氣價格更高，美國出口商更願意將LNG銷往亞洲，導致歐洲6月採購美國LNG降至兩年來最低。此外，受去年冬季庫存消耗、中東局勢及供應擾動影響，歐盟天然氣庫存處於近15年來同期低位，今冬能源供應壓力依然突出。隨着2027年俄LNG進口禁令生效，美國未來或將佔歐盟LNG進口的80%。與此同時，歐盟又限制北海、北極等油氣資源開發，本土增產空間有限，使能源供應更加依賴進口。歐盟雖然通過制裁俄羅斯試圖降低對俄能源依賴，卻可能逐步轉向依賴美國。

Huatai Securities says near-term focus should be on Hong Kong names that are deeply oversold, carry heavy short interest and show marginal stabilization or improvement in earnings expectations—notably innovative drugmakers and electric utilities—and on high-dividend defensive banks. Innovative-drug fundamentals are still improving; global style rebalancing has triggered catch-up moves and short-covering may continue. Prioritise CXO names with positive guidance and leading drugmakers with strong BD potential. For the AI hardware chain, further near-term increases offer limited risk/reward; the next critical window is the US July earnings season, so adjust exposure according to unrealized gains. AI software is more a source of stock-specific alpha tied to model leadership. On a medium-term view, maintain a balanced allocation between sectors showing accelerating demand and undervalued reversal candidates.

Al Jazeera cited a maritime intelligence firm saying Iranian Revolutionary Guard Corps vessels diverted six vessels from the Oman route.