德国总理默茨：德国无意让乌克兰成为欧盟的“二等成员国”。

恐慌指数VIX下跌0.88点，报18.24。

Geopolitics & Iran Conflict - Trump: United States to blockade ships entering or exiting Iranian ports on April 13 at 10:00 a.m. ET - Trump: If any of Iranian ships come anywhere close to our blockade, they will be immediately eliminated - Unified command of Iranian armed forces spokesperson says Iran will decisively implement a “permanent mechanism to control the Strait of Hormuz following US threats” - Trump will lose Babal-Mandab Strait if he takes any action against the Strait of Hormuz, an informed source said (Tasnim News Agency) - UKMTO: Access restrictions being enforced on Iranian ports - Pakistan, Egypt & Turkey will continue talks with US & Iran in coming days to bridge remaining gaps & reach deal to end war - Axios reporter on X - Mediators from Pakistan, Egypt, and Turkey are working to extend ceasefire for 45-60 days - US officials are exploring a second face-to-face meeting with the Iranians before the ceasefire expires - CNN, citing a source familiar with the matter - US asked Iran to freeze uranium enrichment for 20 years, sources say; US and Iran failed to reach a ceasefire deal before the April 21 deadline - Iranian officials are studying abandoning uranium enrichment as a US condition for ending the war – NY Post - Trump on countries that will help with Hormuz: Details tomorrow China Policy & Macro - China Foreign Ministry, on Trump blockade of Strait of Hormuz: All sides should be calm and exercise restraint - Poll - China Q1 GDP growth forecast at 4.8% Y/Y (vs 4.4% in January poll), vs growth of 4.5% in Q4 - Poll - China central bank set to cut weighted average banks' reserve requirement ratio (RRR) by 20 bps in Q3 2026 - PBOC: prelim data shows that as of end-March 2026, China’s outstanding total social financing reached CNY 456.46 trillion, up 7.9% Y/Y Energy & Commodities - OPEC sees world oil demand in Q2 2026 at 105.07 million bpd (vs.105.57 million bpd previous forecast) - OPEC leaves 2026 and 2027 full-year forecasts for global oil demand growth unchanged Markets & Infrastructure - HKEX - launches HKEX KRX semiconductor index and HKEX tech & US tech 100 index Technology & Corporate - Alibaba Cloud updates DataWorks API free quotas, introduces pay-as-you-go