A Reuters survey shows over 80% of Japanese firms only partially use, or do not use, artificial intelligence (AI).

【股指期货午盘收盘】沪深300股指期货（IF）主力合约跌0.41%，上证50股指期货（IH）主力合约跌0.33%，中证500股指期货（IC）主力合约跌0.62%，中证1000股指期货（IM）主力合约跌0.61%。

CITIC Securities says the US-Israel-Iran confrontation has been extended for more than five months. A reported Iran-Oman maritime transit agreement would not eliminate Strait transit risk; the deal functions primarily as an Iranian leverage tool and is unlikely to make meaningful progress because Iran’s hardline posture threatens Trump’s political legacy. Structural disputes over control of the strait make a long-term, stable management regime unlikely. Market-relevant watchpoints are whether the US formally grants sanctions exemptions, unfreezes assets, or alters maritime blockade measures. In the near term, even if a management arrangement and blockade relief are reached, shipping volumes may not rapidly or fully return to pre-conflict levels, sustaining upward pressure on global inflation while leaving extreme disruption risk contained. Over the longer term, the contest around the Strait of Hormuz signals a declining US capacity and willingness to uphold the existing global order, which will accelerate Middle East geopolitical realignment and prompt global supply-chain reconfiguration.