阿曼方面表示，已提供经霍尔木兹海峡的临时航线选项，航线将根据国际海事组织的协调。该国援引航行自由原则，称不征收过境费。

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, embodied‑robotics commercialization timing, and world models. The consensus: industry participants remain broadly optimistic and view AI as still in an early development phase with large market and commercialization potential. Veterans who experienced the 2000 dot‑com bubble warned cycles are inevitable; although the sector is on an upswing, capital markets should closely monitor valuation/earnings alignment and the cadence of supply‑side release — near‑term liquidity or earnings‑expectation shocks could trigger significant market moves.

A股存储芯片板块盘初回调，园林股份跌停，华特气体跌超6%，金宏气体、广钢气体、盛美上海跟跌。