【視頻】霍爾木茲海峽24小時狀況監控：繼美軍昨日護航行動之後，今日海峽未見任何動靜，交通流量明顯下降。

美國中央司令部：隨着“喬治·H·W·布什”號航空母艦在地區海域航行，美軍水兵正在艦上執行夜間航空作戰訓練任務。

The U.S. Treasury sold $22.0bn of 30-year bonds at a stop-out yield of 5.058% (about 0.3bps below pre-auction levels) with a bid-to-cover of 2.44. Indirect bidders—predominantly offshore institutions—took 77.74% of the issue; direct (domestic) bidders accounted for just 12.24%, signalling relatively weak onshore demand. Analysts say this points to price-driven, opportunistic foreign buying—investors only re-enter when yields sufficiently compensate duration and fiscal risks—not a structural, broad-based return to Treasuries. Market implications: the auction eases near-term upside pressure on long-end yields and reduces tail-risk; for gold the effect is neutral-to-negative since high nominal yields keep holding costs elevated and limit durable gains absent a clear drop in real rates. Overall, recovery in long-end demand appears contingent on yield attraction rather than unconditional safe-haven flows.