据船舶追踪公司Marine Traffic：船舶活动主要集中在6月11日和12日，而双向通行流量明显失衡：其中23次航行由西向东，通过海峡驶向海湾内部；仅有6次航行由东向西，驶离海湾地区。

MORGAN STANLEY strategists say easing U.S.-Iran tensions could trigger a rotation into cyclical, economically sensitive sectors that underperformed during the Iran conflict. The team led by Michael Wilson points to increased Strait of Hormuz traffic and signs that the drag from rates, oil and the dollar on equities is easing, which could push undervalued stocks into market leadership after a rally concentrated in high-growth tech. The S&P 500 sits about 2% below its record high. Wilson says the recent pullback was driven by memory-chip stocks on slowing earnings momentum rather than weakening fundamentals; such retracements are common in profit-driven bull markets after strong advances. Volatility may persist in the coming weeks, but confidence in the current bull market remains intact.

Hang Seng Index futures opened the day session up 1.1% at 24,976, trading a 265-point premium to the cash market.