恒指期货夜盘收跌2.09%，报24722.44点，低水554.88点。

US officials are working to avert a potential months-long shutdown of the Strait of Hormuz, acknowledging reopening remains uncertain and partly dependent on President Donald Trump’s actions. A Defense Intelligence Agency assessment said Iran could block the passage for one to six months, though officials downplayed the worst-case scenario. Military operations have degraded Iran’s capabilities but not eliminated threats, including mines and small-boat attacks. Officials said securing transit remains complex, with risks persisting even if Iran’s missile and drone capacity is further reduced.

A股光伏设备板块午后快速拉升，钧达股份、永臻股份、德业股份、上能电气、首航新航等10股涨停。消息面上，企业回应特斯拉计划采购中国光伏设备称确有此事。