據美國財經媒體Semafor：阿布扎比國家石油公司旗下部門正考慮在非洲和東南亞地區開展交易

Germany's foreign minister said he is concerned about the situation in the Strait of Hormuz.

Trump is pushing Ukraine to produce Patriot and Tomahawk systems, signalling a shift in US aid from direct fiscal support to a technology‑licence plus supply‑chain export model. That shifts defense-sector commercial logic away from single government procurement toward recurring overseas revenue streams from system licensing, core parts supply and long‑term maintenance. The move also signals a lower probability of a quick end to the Russia‑Ukraine conflict and prepares markets for more sustained military support, which should reinforce European defence spending and related investment. Market takeaways: reprice defence equities for greater foreign and service income exposure; reassess European fiscal trajectories and potential sovereign issuance/interest‑rate implications from prolonged defence spending; consider tactical exposure to energy, resources and other defensive assets tied to extended geopolitical risk.