伊朗前总统鲁哈尼表示，霍尔木兹海峡必须是我们的安全海峡，而非战场。我们不愿战争，也无意制造冲突，但这条海峡的繁荣与航运自由，必须以保障伊朗的国家安全为前提。没有船只通行的海峡毫无价值，我们支持国际贸易，但决不以牺牲自身安全为代价。鲁哈尼补充道，伊朗与阿曼分处海峡两岸，任何威胁任何一方安全的通行都不可接受。我们遵循国际法中的“无害通过”原则，但前提是我们的安全得到充分保障。与此同时，我们也将善用国家所有战略资源，维护自身正当权益。

HSBC said in a research note that rupee weakness has not materially benefited Indian exporters because high tariffs and domestic manufacturing gaps blunt the currency advantage. Analyst Pranjul Bhandari said the effect is concentrated in higher-tech exports—machinery and electronics—while mid-tech goods such as textiles, footwear and plastics show little response. India is losing market share in intermediate-goods exports and many final products, notably mobile phones, depend on imported components. Bhandari added that India’s tariffs on many goods exceed peers and that high import duties create an inverted tariff structure for intermediates, suppressing manufacturing and offsetting gains from currency depreciation.

市场消息：DeepSeek计划在国内部署超过16万枚华为AI芯片。