日本4月同步指標終值 118.1，前值117.9。

A股大金融板塊拉昇，長江證券漲超9%，方正證券、中信建投、中國人壽、中國人保、新華保險跟漲。

Oil pared wartime gains on Thursday as markets priced in improved global supply after tankers began transiting the Strait of Hormuz following a US‑Iran agreement to reopen the route. Maritime analytics firm Kpler says more than 20 tankers carrying roughly 35 mln barrels of crude — mostly non‑Iranian vessels that had been stranded in the Gulf for over three months after Tehran effectively closed the waterway — have transited the strait; most are expected to reach Asian destinations in early August. CITIGROUP says the worst phase for commodity‑futures carry/arbitrage trades may be over; its base case assumes materially eased tensions and it sees Brent falling to $60–65/bbl over the next 6–12 months as shipping normalises.