埃克森美孚石油(XOM.N)：霍尔木兹海峡在三季度完全关闭将使中东产量同比减少约75万桶油当量/日。

Asia-Pacific equities rallied to their biggest four-month gain after major tech firms posted strong earnings that renewed optimism over AI demand and prompted heavy buying in chipmakers. The MSCI Asia Pacific index rose 4.3% on Friday and looks likely to notch a second straight weekly gain despite earlier volatility. South Korea’s KOSPI led the advance, jumping about 17% on strength in Samsung Electronics and SK Hynix, while Taiwan’s weighted index climbed more than 7%. A senior market analyst at Vantage Global Prime said the rally reflected investors temporarily lifting the ‘AI alarm’ as results gave fresh reasons to believe the AI demand engine is still running, triggering purchases of hit names and short-covering after a week of pronounced swings and worries about the sustainability and returns of AI capex.

CBOE波动率指数跌至超一周低点，现跌0.28点至16.81。