北證50指數漲超2%，戈碧迦漲22%領漲成分股。

A container ship was attacked in the Strait of Hormuz on Friday, prompting some shipowners to re-evaluate withdrawal plans, though two-way traffic continued. Vessel-tracking shows two fully laden tankers exiting the Persian Gulf while four VLCCs in ballast are steaming along the Gulf of Oman coast — the southern route managed by Oman and coordinated with the US. Other vessels are using the northern, Iran-side route. Control of the strait remains a US‑Iran flashpoint. The US this week said Iran must keep the strait open to secure a lasting peace; Secretary of State Rubio warned that if Iran imposes transit fees others may follow, risking wider disruption. Washington is pressing Oman not to establish a joint fee system with Iran. Oman’s position is unclear: a joint Iran‑Oman statement on Tuesday said they would discuss transit management and costs, but Rubio said on Thursday Oman assured him it does not support charging for passage.

In July the US proposed copper tariffs, applying 50% duties to semi-processed copper while refined copper was temporarily exempt but slated for phased tariffs beginning in 2027. The US Commerce Department must deliver its Section 232 report by June 30, when a final decision could be made. As the deadline approaches, AI compute-related metals markets face renewed volatility. Goldman Sachs and other banks warn a new tariff could trigger large-scale US buyer stockpiling. COMEX copper inventories have topped 650,000 tonnes, a record high. Supply tightness for small metals closely tied to AI compute — tungsten, tin, tantalum and indium — could worsen if measures are implemented.