阿曼外交大臣与其俄罗斯对口官员通电话，就地区局势的最新发展及遏制局势的途径进行了探讨，双方致力于推动政治及协商一致的解决方案，以增进安全与稳定，并使该地区免受进一步的冲击与紧张局势之苦。

国外 1. FXPro：油价或将急跌，但不会回到战前水平。 2. 麦格理：美国在对伊博弈中占据经济和地缘政治优势。 3. 花旗：将韩国Kospi指数目标位上调至8500点，得益于半导体行业增长等因素。 国内 1. 中金：看好模型健康、扩张要素齐备的生鲜龙头公司长期成长空间。 2. 中信证券：算力驱动电力重构，美国自主供电开启万亿新赛道。 3. 华泰证券：地产板块估值筑底、配置价值凸显。 4. 中信建投：北美四大CSP上调2026年资本开支预期，坚定看好算力产业链。 5. 中信证券：头部券商优势进一步巩固，关注头部券商以及中型券商。 6. 中银证券：多数房企在2025年计提减值相对较多，2026年可能筑底

A confidential U.S. intelligence assessment concluded Iran can withstand the Trump administration’s naval blockade for at least three to four months before facing more severe economic hardship, while retaining about 70% of its prewar missile stockpiles and 75% of its mobile launchers, according to people familiar with the analysis. The assessment contrasts with President Donald Trump’s claims that Iran’s missile capabilities are “mostly decimated.” The report also found Tehran has restored many underground facilities and may continue limited oil exports through storage and overland routes. Danny Citrinowicz of the Institute for National Security Studies said the blockade “would not force the regime to bend to Washington’s demands,” adding the conflict could leave Iran “stronger than before.”