A股券商股震荡走强，长江证券涨停，广发证券此前涨停，中信建投涨超8%，华泰证券涨超7%，财通证券、东方财富涨超6%。

Goldman Sachs economists say Southeast Asian food prices face upside risk over the next several months. The oil-price shock from the Middle East conflict has already fed into fuel-sensitive CPI components, and rising fertilizer costs will raise agricultural input prices. An El Nifio event, possible by end-2026, could lift global temperatures and trigger further grain-supply shocks, though its impact is imprecisely estimated. Goldman Sachs estimates a 10% rise in local oil prices would lift Southeast Asia food CPI by about 0.3 percentage point after 12 months.

国债期货午后全面翻红，30年期主力合约涨0.18%，10年期和5年期涨0.04%，2年期涨0.01%。