德国航运巨头赫伯罗特：无法可靠量化海湾地区紧张局势对公司业务的财务影响。

Iran's Supreme Joint Military Command warned any U.S. attempt to transit the strait without Iran's authorization will be met with forceful opposition.

Apollo Global Management chief economist Torsten Slok said the dollar’s recent strength is vulnerable if an AI-led equity sell-off intensifies. He noted international investors’ heavy, largely unhedged allocation to AI themes has driven record rolling net foreign inflows into US equities over the past 12 months, boosting dollar demand as buyers convert local currency into dollars. With US rates high, hedging costs remain elevated, making dollar moves more sensitive to equity flows. Slok warned that a loss of confidence in AI triggering equity outflows would pose material downside risk to the dollar.