【伊革命衛隊在霍爾木茲海峽阿曼一側水域對一油輪採取行動】當地時間7日，據伊朗方面消息，伊朗伊斯蘭革命衛隊當天在霍爾木茲海峽阿曼一側水域對一艘油輪採取行動。消息稱，根據衛星監測數據，在該油輪遭攔截時，美軍空中力量正在相關海域進行空中掩護。

Michael Nizad, head of multi-asset and portfolio management at Edmond de Rothschild Asset Management, said the yen’s weakness is excessive given Japan’s strong fundamentals and could push USD/JPY toward 170 within three months absent intervention. USD/JPY hit 162.83 on Wednesday, a 40-year high, and was trading at 161.76. Nizad said such depreciation would boost Japanese industry competitiveness and would be unacceptable to the Trump administration, so he expects coordinated foreign-exchange intervention by the Bank of Japan, Federal Reserve and European Central Bank in H2. He added that any yen appreciation without intervention would likely be short-lived; a successful intervention could compress USD/JPY to around 155, making the near-163 move the peak.

Chinese modular building exports have surged, with overseas orders rising sharply. Trucks loaded with modular housing units at Shenzhen Liantang port are clearing rapidly for shipment to Southeast Asia and other overseas markets. Company executives report a marked increase in export orders. China Customs data show prefabricated building exports rose from $1.472bn in 2015 to $4.339bn in 2025 — roughly triple — and growth reached 45% in Q1 2026.