伊朗最高军事指挥官警告称，任何重新出现的美以侵略将引发比以往更为严厉的反应。

伊朗海军总司令部表示，今天下午，一艘违规油轮无视警告，在霍尔木兹海峡东部的禁行危险区域航行，随后触雷起火。尽管美国总统发表了不实言论，伊朗管理霍尔木兹海峡的政策不会改变。所有船只，尤其是油轮和商船，必须严格遵守海上警告和禁行区域规定，不得进入危险海域，也不得关闭自身识别和追踪系统。

Since July’s style rotation the Chinese bank sector has rebounded, delivering positive absolute and relative returns. Public mutual fund holdings rose 0.92 percentage points to 1.93%, the highest since 3Q2025. CITIC Securities cites a convergence of style rotation, improved liquidity/flow conditions and stable operating expectations. Near term the sector may see increased volatility from flows; mid term it should be driven by fundamentals and allocation demand. CITIC expects the sector to be re‑rated from a high‑dividend defensive asset to a high‑certainty equity and forecasts upward valuation pressure through the year.