IMF发布报告，将美伊这场战争与现代史上所有重大石油危机进行了比较。从图中可以看出，从供应损失规模来看，当前中东战争造成的累计原油供应中断已超过了过去几十年的所有重大石油危机。具体来看： -俄乌战争：供应减少约1亿桶 -伊拉克战争：供应减少约4亿桶 -1973年石油危机：供应减少约5亿桶 -伊朗伊斯兰革命：供应减少约7亿桶 -海湾战争：供应减少约15亿桶 当前美伊战争导致原油供应减少已达23亿桶，而且仍在继续扩大。目前原油价格尚未完全反映这一供应冲击。原因在于：①全球需求受到抑制；②海湾地区以外的原油增产弥补了部分缺口；③各国持续动用商业和战略石油库存缓冲了供应不足。但IMF警告，这些缓冲因素已明显减弱，缓冲空间已所剩无几。

恒指期货夜盘收涨0.71%，报24829点，高水148点。

South Korea's Financial Services Commission (FSC) Chair Lee Eok-won said the commission will shortly announce supplementary measures targeting single-stock leveraged products. He said the key issue is the extent of their market impact and that the FSC will promptly formulate and publish measures. Asked whether the FSC is considering temporary trading halts amid sharp market declines, Lee said such steps could produce larger side effects and are under comprehensive evaluation. He flagged elevated volatility in the global semiconductor sector under a "supercycle"—rapid gains and swinging expectations—as a key backdrop to recent swings in Korean and global semiconductor stocks. Lee added that the sharply higher combined market caps of Samsung Electronics and SK Hynix have increased their weight in Korea's composite index, magnifying semiconductor moves' impact on the broader market.