对二甲苯（PX）主力合约触及跌停，跌幅6.02%，报7868元/吨。

据Axios：美国国务卿鲁比奥近日已告知多名外国对口官员，目前而言，美国预计不会对伊朗发起新的军事打击。

Rising JGB yields increase Japan bond investment appeal, likely prompting ETF inflows. Higher yields boost the Japanese government’s interest burden, raising debt-service costs in FY2027. Higher domestic rates are theoretically supportive for the JPY, but fiscal risk and institutional FX hedging should offset part of the currency effect. Net of opportunity cost, reduced incentive for Japanese capital to hold overseas debt is negative for UST demand and may lower Japanese allocations to foreign bonds. Market implication: Japan is ceasing to be a zero-rate funding pool, altering global bond funding and pricing dynamics.