独立风险咨询公司Basha Report 创始人兼分析师穆罕默德·巴沙表示，沙特正面临越来越大的压力，要求其对胡塞武装发动更大规模军事行动，但任何行动仍将在很大程度上依赖地面作战力量。尽管沙特领导的联军尚未正式承认实施空袭，但“可以肯定地说，沙特正在提供空中支援”。但仅靠空中力量是不够的。巴沙表示：“战机和火力可以压制、可以减缓胡塞武装的推进，但真正起决定作用的是地面部队。不是火力，也不是空中力量。”巴沙预计美国不会直接加入战斗。他在谈及美国立场时表示：“美国没有与胡塞武装交战，胡塞武装也没有与美国交战。”他补充说，华盛顿仍可通过“情报、监视与侦察、情报共享、空中加油、后勤和军事建议”支持沙特未来的任何行动。谈及胡塞武装的野心时他表示：“胡塞武装会竭尽所能接管整个国家。”他预计任双方都不会很快崩溃，而是会成为一场“旷日持久的冲突”，更类似于苏丹的情况，双方最终将被迫进行谈判。

CITIC Securities research note says divergence in rate‑hike expectations has unsettled investors but the expected Fed rate hike would consolidate consensus and could trigger a new equity leg. A‑shares posted a V‑shaped rebound on Friday despite four major negatives; coupled with the anticipated Fed move, Thursday’s sharp volume contraction and a relatively complete tech-sector correction, CITIC says A‑shares may be at a market turning point and could begin a counterattack. Recommended positioning: maintain a balanced base with tactical flexibility—overweight telecoms and electronics as the offensive core and raise allocations modestly; keep banks and insurers as defensive, low‑valuation baseline holdings; monitor oil & gas exploration, coal chemicals, coal, oilfield services and shipping/ports for upside from sustained high oil prices.

英国海事贸易组织：地方当局正在撤离在霍尔木兹海峡遭袭的船员。