港股AI應用板塊持續回落，MINIMAX-W(00100.HK)跌超5%，智譜(02513.HK)跌近3%，金山雲(03896.HK)、中國軟件國際(00354.HK)等跟跌。

Iran's foreign ministry spokesman said reopening the Strait of Hormuz requires the United States to lift its blockade and provide compensation; an agreement with Oman includes charging maritime service fees.

Guojin Securities warns markets have focused on macro tensions and may have overlooked AI supply‑chain shifts; while investors debate AI’s path, non‑AI real assets and export sectors could become the primary market driver. The firm says the commodity rebound is established and the energy+metals complex is shifting from the downtrend since March into a broad upswing. Preferred resource ranking: non‑ferrous metals (gold, copper, aluminium) first, then energy (coal, oil and petrochemicals). Watch construction machinery, power‑grid equipment and refining/petrochemical stocks as demand from southern markets aligns with Chinese manufacturing. High‑dividend, low‑volatility, stable cash‑flow dividend names are likely targets for absolute‑return investors’ reallocation.