法國總統馬克龍：當前的首要任務應當是達成停火協議，並在不附加任何條件、且符合國際法的前提下，立即重新開放霍爾木茲海峽。

韓國KOSPI指數突破8700點，日內漲2.64%。

Bank of China Securities said markets remained volatile at elevated levels this week. Structurally, previously strong technology sectors faced profit-taking as capital rebalanced from crowded high-fliers into lower-valued, higher-certainty sectors. Drivers: oil prices remain elevated; expectations of tighter offshore liquidity have strengthened recently; Kevin Warsh formally assumed the Fed chair and market odds of a hawkish U.S. policy path have risen. Market pricing for a Fed rate increase in 2026 has notably increased. The combination of high oil and higher rates has materially compressed the space for global liquidity easing. On the sector side, anticipated summer peak power demand supports utilities and coal supply tightness is driving prices higher; amid greater market volatility and muted fundamentals, investors are placing higher weight on dividend yields and lower-risk valuation cushions.