JP Morgan raises Apple (AAPL.O) PT to $360 from $340.

昆西治国方略研究所执行副总裁特里塔·帕西表示，尽管经霍尔木兹海峡的航运有所回升，但美国无法长期承担维持该海峡开放的成本。帕西指出，海峡确实比此前更开放，但必须考虑一个关键问题：代价是什么。他称，美国目前正耗费大量资源为船只护航驶出霍尔木兹海峡，而美军长期这样做“根本不可持续”。他同时警告，航运量回升并不意味着危机已经结束。帕西表示，这绝不代表战争已进入某种平台期或暂停期，当前局面只是中期选举前的“暴风雨前的平静”。

Nomura said rising US and European yields and credit‑risk concerns have materially reduced bond investors' risk tolerance. Investors remain willing to bet on higher JGB yields but are cautious about positioning for lower yields or buying duration. After meetings with North American investors Nomura flagged three priorities: the BOJ's terminal rate level, the pace of further tightening, and the risk of Japanese investor fund repatriation; it warned that "if US and European credit concerns deteriorate further, one must also consider the risk that global rate‑hike expectations could temporarily recede."