市场消息：在沙特阿拉伯因无人机袭击被迫关闭一条通往红海港口延布的重要输油管道后，亚洲炼油商正等待关于原定于该码头装载的货物的明确消息。

Asian trade: WTI and Brent rose more than 3% after drones launched from Iraq struck Saudi Arabia’s East–West oil pipeline last Thursday, forcing Riyadh to shut the artery. Saudi authorities have not disclosed damage or the expected outage duration. The pipeline can carry about 7.0 mln bpd and is a key buffer against wider Middle East supply disruptions. A planned meeting in Oman between Iran and Gulf states on Strait of Hormuz security was abruptly postponed after the attack. The UK Maritime Trade Operations Centre says security in the Strait remains precarious; another tanker was attacked on Sunday, causing a major fire.

港股光通信板块集体下跌，海光芯正(01191.HK)跌超12%，中际旭创(03308.HK)、曦智科技-P(01879.HK)跌超6%，剑桥科技(06166.HK)跌超5%，华虹宏力(01347.HK)跌近5%。