日本央行：在评估日本金融环境时，将综合研判各类数据和调查结果，而非依赖单一指标。

伊朗外长阿巴斯·阿拉格齐在接受半岛电视台采访时表示，这场战争不是由伊朗挑起的，伊朗只是在进行自卫。在自卫过程中，伊朗仅打击了美国目标，而这些目标不幸位于相关国家境内。对于美国在该地区的军事基地，伊朗不会有所顾忌，必定会将其列为打击目标。其他美国目标也一样。该地区还有一些目标虽然不在军事基地内，但完全属于美国，归美国所有。在我看来，地区国家最好采取措施，防止新一轮战争爆发，因为如果新一轮战争开始，不幸的是，整个地区都将承受其后果。

CITIC Securities says that with macro uncertainty concentrated in 2027 from geopolitical and liquidity risks, investors should focus on high‑certainty fundamental trades. Priority themes: oil and gold — oil is expected to be skewed to the upside amid low inventories and elevated disruption risk, while gold is underpinned by core safe‑haven buying but likely needs a stagflation shock to trigger a sustained rebound; supply‑constrained commodities including copper, rubber, MDI and fluorochemicals; demand‑driven winners such as coal chemicals, viscose filament/short‑staple fibre and strategic metals; and price‑resilient, strong‑valuation dividend sectors including coal and electrolytic aluminium.