伊朗革命衛隊：美國軍方對伊朗南部海岸的多個沿海基地和通信塔發起了空襲。

BOC Securities says debate over a "growth-to-value rotation" has intensified but concludes K-shaped fundamental divergence has not reversed and conditions for a style switch are insufficient. Cloud providers' capex remains on an upward path and global semiconductor sales continue to expand, indicating the AI cycle is still trending higher. Recovery in traditional cyclical sectors is heavily policy-dependent; current macro policy is focused on "consolidating fundamentals" with limited urgency or room for broad aggregate stimulus, leaving traditional sectors without systemic earnings elasticity. Growth therefore retains a relative earnings advantage, and the market is in a consolidation phase rather than at a bull–bear regime turning point.

據AXIOS：美國一名官員表示，伊朗革命衛隊襲擊的貨船當時正行駛在阿曼提議的、本應不受限制通行的南部航道上。