英國海事貿易組織：收到第三方報告稱，阿聯酋拉希德港西北約24海里處發生一起事件。油輪報告稱，一艘船在錨泊時出現傾斜，可能表明在遭受炮彈攻擊後進水。

Iran has signaled willingness to escalate its confrontation with the United States after an initial attack on a U.S. warship, with senior leaders issuing increasingly hardline warnings. Facing mounting economic pressure and worries that control over the Strait of Hormuz is weakening, Tehran is adopting a more aggressive posture; a U.S. maritime blockade has left Iran almost unable to export oil, its main revenue source. Analysts say the situation raises the risk recent clashes could broaden toward full-scale war and that Iran is likely to try to intensify military pressure while avoiding outright war, aiming to push global oil prices higher or force a closure of the Strait of Hormuz.

Indonesian AI infrastructure platform Zankore, backed by NVIDIA, signed a $3.1 bln loan on Wednesday to purchase advanced GPUs. The facility was underwritten by Citigroup, ING, Natixis, Qatar National Bank and UOB, with Citigroup as sole debt advisor, and ranks among Asia’s largest AI infrastructure financings. GPU financing is emerging as the next frontier for AI lenders, with banks and private-credit firms moving beyond data centers to finance hardware; bank-led deals in Asia have been scarce amid uncertainty over chip residual values and US–China tech geopolitics.