Yorkville Ives：对亚马逊(AMZN.O)启动覆盖研究，给予跑赢大盘评级；目标价300美元。

Financial Times reports that as Iran has stepped up attacks on vessels, Gulf tanker captains can earn about $100k/month plus a $50k bonus per voyage for transits of the Strait of Hormuz, according to three sources close to owners and crew. Shipowners are offering large hazard allowances to persuade seafarers to remain aboard while Gulf states seek to keep crude moving through the choke point. Normal wages are about $1,500/month for ordinary crew and ~$15,000 for captains; pay typically doubles in the southern Red Sea and Gulf of Oman and rises further for each Hormuz transit, with ordinary crew receiving at least 4-6x their normal pay. One source said the seafarers are 'almost treated like mercenaries.'

Japanese Prime Minister Takaichi said the government stands ready to reassess spending and revenue plans if Japanese government bond (JGB) yields move unexpectedly. She is seeking parliamentary backing to temporarily cut the food sales tax. She added that if global economic disruption significantly affects Japan’s economy, the government would deploy reserve funds flexibly. She declined to comment on specific exchange-rate or yield levels.