港股收盘，恒指收跌0.87%，科指收跌0.36%；快手(01024.HK)涨9.4%，百度(09888.HK)、龙湖集团(00960.HK)均涨超5%，泡泡玛特(09992.HK)涨超3%，华虹半导体(01347.HK)跌7.5%，中芯国际(00981.HK)跌近4.5%。

美国总统特朗普：已同意给欧盟委员会主席冯德莱恩时间至美国建国250周年纪念日；否则，很遗憾，他们的关税将立即大幅上调。

Iran introduced new transit requirements for vessels passing through the Strait of Hormuz, requiring ships to submit detailed information to the newly established Persian Gulf Strait Authority before receiving approval for passage. The move formalizes Tehran’s wartime control over the chokepoint, through which about one-fifth of global oil and LNG flows. Shipping traffic has collapsed, with Lloyd’s List reporting only 40 crossings in the week to May 3 versus a prewar average of 120 daily. Matt Wright of Kpler said “normalization is not achievable” under a long-term Iranian control scenario, estimating transit volumes could remain at only 40%-50% of export capacity.