瑞士央行理事Tschudin：瑞郎因海外利率預期上升而走弱。

Axios analysis says oil-market sensitivity to Trump's social-media posts on the Iran war is fading. Analyst Ben Cahill says early weeks featured an information vacuum and high uncertainty over U.S. policy and targets, which led markets to overreact to many posts. For months markets have largely ignored social-media commentary because it does not track on‑the‑ground reality; many of Trump's remarks on the Strait of Hormuz, policy and war aims show zero correlation with actual transit volumes. Cahill says the White House's earlier success in shaping the narrative and suppressing oil prices has now dissipated.

Hong Kong-listed insurers advanced: Ping An (02318.HK) rose more than 3%; PICC P&C (02328.HK), PICC Group (01339.HK), China Life (02628.HK) and China Pacific Insurance (02601.HK) each gained over 2%.