瑞典央行：中东战争导致的供应中断加剧了通胀压力。供应中断已持续近四个月，持续时间越长，通胀风险越大。

China A-shares closed higher with the STAR 50 Index up 4.69%. Shanghai Composite +0.40%, Shenzhen Composite +1.31%, ChiNext +1.56%. Combined turnover CNY 3.09 trillion, +CNY 27.1 billion vs prior session. Memory-chip stocks led an afternoon rally, with Xiangnong Xinchuan, Kexiang and Zhongjing Electronics hitting limit-up. Semiconductor-equipment names also surged; Shengmei Shanghai hit a 20% limit-up, while Huafeng Cekong, Changchuan Technology, Huahai Qingke and Zhongwei outperformed. Coal mining shares widened losses in the afternoon, led by Yunmei Energy, Dayou Energy and Liaoning Energy. Travel and hotel stocks fell across the board, including Tianfu Cultural Tourism, Caesar Travel and Zhangjiajie.

A U.S. official said the Iran agreement would enable the U.S. to adjust its actions based on Iran's behavior.