CPI数据公布后，白银短线上涨2美元，报59.15美元/盎司。

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Strait of Hormuz closure and renewed US‑Iran attacks lifted geopolitical risk premium, pushing crude to lead commodity gains. Brent futures rallied more than 9% overnight; China’s domestic front‑month crude contract rose above 500 yuan/barrel. Traders cite tightened physical flows and elevated risk as drivers; watch US‑Iran developments — any de‑escalation signals could spur further volatility. The US announced a blockade of Iranian ports effective 04:00 on the 15th and said it would resume a blockade campaign, imposing a 20% levy on all cargo movements. Washington says the measure applies to all vessels regardless of flag and covers Iran’s entire coastline, including ports and oil terminals, while allowing neutral ships to transit the Strait of Hormuz to or from non‑Iranian destinations; humanitarian shipments are permitted subject to inspection. Shipping data show tanker transits through Hormuz fell to a two‑month low in the past 24 hours. Separately, Iran’s oil sales remain slow and independent refiners are reportedly switching to cheaper Iraqi, UAE and Qatari crude, reinforcing upward pressure on prices amid rising conflict intensity.