伊朗卫生部：美国近期的袭击已造成35人死亡、300人受伤。

Traffic through the Strait of Hormuz has again been disrupted, exposing oil markets to a supply shock similar to March’s outage that removed roughly 4 mln bpd. An IMF blog on Wednesday says the March–May shortfall of about 4 mln bpd was largely absorbed by drawing inventories. The IEA previously executed its largest strategic release, putting roughly 400 mln barrels from emergency stocks into the market, and other major consumers trimmed refinery runs and relied on domestic stocks. IMF warns most of that shock absorber has been consumed; without inventory replenishment the world will be more exposed to any subsequent shock.

港股半导体板块午后持续走低，澜起科技(06809.HK)跌超23%，兆易创新(03986.HK)跌超9%，华虹宏力(01347.HK)跌超6%，中芯国际(00981.HK)、晶门半导体(02878.HK)等跟跌。