隨着6月17日簽署的60天諒解備忘錄於本週日到期，美伊雙方圍繞霍爾木茲海峽的控制權及通行路線問題仍僵持不下。伊朗軍方堅稱未經許可任何船隻不得通行，並否認美方關於航運“正常”的說法；而美方則維持強硬姿態，國防部長稱可“無限期”維持對伊海上封鎖，財長更威脅將推出“前所未見”的經濟措施。據Kpler數據，週四商品船通行量雖略有回升，但仍遠低於戰前日均約130艘的水平。目前伊朗並未與美直接談判，而是與阿曼商討新的海事安排，試圖推動聯合管理模式。巴基斯坦內政部長週二已趕赴德黑蘭斡旋，各方正加緊在期限前尋求突破。分析指，若伊阿達成協議，或可爲當前僵局提供出路，進而爲美伊重返長期停火談判鋪路。

2-year bond futures (TS) main contract unchanged; 5-year (TF) up 0.03%; 10-year (T) up 0.05%; 30-year (TL) down 0.05% at the morning session close.

Ministry of Agriculture and Rural Affairs monitoring—as of 14:00 on Aug 14: Agricultural Wholesale Price 200 Index 115.19, +0.29 points vs yesterday; vegetable-basket wholesale price index 115.63, +0.33 points. National wholesale market average prices: pork 15.77 yuan/kg, -0.2% vs yesterday; beef 67.69 yuan/kg, +0.5%; mutton 64.79 yuan/kg, -0.4%; eggs 10.21 yuan/kg, +1.0%; dressed chicken 17.26 yuan/kg, -0.9%.