美元兌瑞郎USD/CHF失守0.81，日內跌幅0.40%。

Robert Kelly, an international relations professor at Pusan National University, said Trump’s decision to sharply scale back US–South Korea joint military exercises appears intended to shift blame for a protracted, non‑decisive campaign against Iran. Kelly said Trump expected a quick, Venezuela‑style victory but the conflict became a slow, escalating stalemate; allies have become convenient scapegoats and South Korea was neither involved nor consulted.

A-shares ports and shipping sector rallied; Phoenix Shipping hit limit-up, while Guohang Ocean, Ningbo Ocean, COSCO Shipping Energy, Haitong Development and China Merchants Shipping also advanced.