據外媒分析報道，因颱風“紫檀”擾亂南海航運路線，影響鐵礦石供應並推高運費，鐵礦石期貨週三上漲。新加坡交易所基準9月鐵礦石期貨上漲1.04%，報每噸98.15美元。運費上漲通常會對海運鐵礦石價格形成支撐。不過，分析師表示，鋼廠虧損擴大導致生產放緩，同時鋼廠庫存仍處於相對較高水平，限制了鐵礦石價格的漲幅。

White House officials said the naval blockade is being strictly and effectively enforced, the Strait of Hormuz is open and sea mines have been cleared.

NVIDIA (NVDA.O) will report Q2 after the US close on Wednesday. FactSet’s survey of analysts projects revenue $92.27 bln vs $46.74 bln a year earlier; net income $51.55 bln ($2.11 per share) vs $26.42 bln ($1.08) last year. Analysts expect adjusted EPS $2.09 vs $1.05 a year earlier. NVIDIA is increasingly positioning itself beyond a chip supplier toward financing broader AI infrastructure; that financing expansion and other long-term themes are likely to drive investor focus. Morgan Stanley and JP Morgan analysts say the key watchpoints are NVIDIA’s financing footprint, China exposure, semiconductor competition risk, future gross margins, and the ramp schedule for the Vera Rubin chip. Rubin is unlikely to produce a material contribution before the quarter beginning in October. Benchmark analyst Cody Acree said, given already-elevated expectations, investors will need to see incremental evidence beyond another routine beat and guidance raise.