欧元区4月季调后贸易帐 13亿欧元，前值35亿欧元。

Ship-tracking data show Disha, an LNG tanker trapped in the Persian Gulf for more than three months, is moving toward the Strait of Hormuz. Disha is currently north of the UAE and approaching Oman; it loaded LNG from Qatar’s Ras Laffan facility around March 1 and had been unable to depart until now. The US and Iran say they reached an agreement to reopen the strait, but details remain unclear; owners and traders remain cautious and other shipping activity around the strait appears constrained.

CSC Financial research says the launch of commercial real-estate REITs is the biggest expansion variable in the primary market; project pricing dispersion is widening, so investors should prioritize asset quality and operational capability. In the secondary market, sector divergence has increased sharply; ownership-rights property assets face larger supply shocks and valuations are near historic lows. Looking to full-year 2026, market rhythm may shift from prior H1 allocation/H2 profit-taking to H1 wait-and-see and H2 deployment; CSC sees H2 supply-side pressure on REITs easing and incremental funding policies being implemented, supporting stabilization and a selective recovery.