Moody's Analytics says since the Feb. 28 outbreak of the Iran conflict US households have spent an average additional $447.19 on fuel-related costs. Higher gasoline and airfares have cost US consumers about $60bn in aggregate. Moody's chief economist Mark Zandi said: "Unless the war ends soon, cash‑strapped consumers will have no choice but to be more cautious with spending, which will threaten an already weak economy."

Founder Securities says the AI-led tech growth theme remains intact; prioritize core names on dips and watch repatriation of domestic compute capacity from overseas. Within the sector, favor rotation into segments with structural supply pressure and durable demand — e.g., AI power-constrained assets, new technology and advanced materials. Separately, HALO assets are viewed as having undergone significant adjustment; with a clear PPI uptrend and resource-supply tightening amid a higher energy-price regime, core resources (nonferrous metals and chemicals) and broad energy (coal, power, oil & petrochemicals) are in a left-side accumulation phase. The house expects limited upside momentum for US Treasury yields around 4.6% and see the June Fed meeting as a potential catalyst to temper aggressive market rate-hike bets. Tactically, monitor easing in US-China ties and tariff cut expectations for support to export chains, and watch for episodic theme-stock rallies — areas of interest include power‑compute synergy plays, commercial space, and robotics where policy and news may converge.

伊朗外交部長：與美國的會談和信息交流仍在進行。