航運數據顯示，與日本相關的10艘船隻正駛出霍爾木茲海峽。

Citic Securities says two recent narrative shifts could catalyze a recovery in some non‑AI sectors with earnings support. First, markets are re‑examining Fed policy assumptions and are no longer uniformly pricing a pre‑set hawkish tightening path; a reversal of the tightening/strong‑dollar narrative has eased negative sentiment in non‑AI names. Second, controversy around Meta underscores low market tolerance for negative AI news and suggests downstream players need richer monetization models to justify aggressive upstream investment. Citic also expects outflows from broad A‑share ETFs to ease materially — a key liquidity margin change. The combination of a softer rate‑hike narrative and improved liquidity could spur selective recovery in fundamentally supported non‑AI sectors.

George Goncalves, head of U.S. macro strategy at Mitsubishi UFJ Securities America, said Wosh’s sparing use of words raises the market significance of the Fed’s June minutes as a rare window into officials’ divergent views. He added some investors have questioned Wosh’s hands-off approach and are pushing for greater transparency; many market participants are unused to reduced communication and doubt how long the Fed can sustain it, leaving traders to read between the lines.