据华尔街日报：欧洲国家的计划大致包含三项目标：建立后勤安排，使目前滞留海峡的数百艘船只能够离开；开展大规模扫雷行动，清除伊朗在冲突初期布设的水雷；最后，通过常态化的军事护航与监视（包括护卫舰和驱逐舰）恢复航运安全信心。

TSMC is likely to report strong 1Q results broadly in line with consensus, according to Bernstein analysts. They say capacity freed up from Qualcomm and MediaTek mobile chips should be easily absorbed by AI-related demand. While energy costs linked to the Middle East conflict may rise, the impact is unlikely to be immediate, leaving upside risk to 2Q margins. Electricity costs account for only a low single-digit share of revenue, making it relatively easy for TSMC to pass through any cost increases. However, Bernstein expects the company to keep capex guidance unchanged this earnings season despite ongoing chip shortages and geopolitical uncertainty.

ECB'S MAKHLOUF: WE ARE ABSOLUTELY FOCUSED ON DELIVERING ON INFLATION TARGET