由於美伊戰爭令投資者擔憂能源驅動型通脹，日股、韓股、澳股、臺股和港股指數小幅下跌。週三，美國襲擊了五艘伊朗原油運輸船後，油價自6月以來首次突破每桶100美元大關。伊朗隨後以導彈襲擊駐約旦美軍和襲擊船隻進行報復。ATFX Global 的首席市場策略師Nick Twidale表示，那些因爲寄希望於中東和平協議達成而暫緩拋售股票的交易員，現在可能“隨着衝突長期化的現實逐漸顯現而觸發拋售操作”。由於美國和伊朗在霍爾木茲海峽附近互相發動襲擊，而沙特又與也門武裝陷入衝突，這場危機似乎沒有結束的希望。

Brazil said an executive order issued earlier on Wednesday will set a diesel subsidy initially at 1 real per liter.

Fidelity International says Asia is entering a new growth cycle led by AI investment, energy-security spending and supply‑chain diversification, keeping manufacturing and exports resilient. After years of reliance on external demand, Asian economies are shifting toward domestic growth; the key near‑term risk is whether external surpluses can be converted into broader domestic demand. Fidelity fund manager Ian Samson highlights mainland China’s diverse investment opportunities, with policy support accelerating advanced manufacturing, energy storage, optical communications and other strategic tech sectors. Equity exposure via ChiNext and STAR 50 offers access to these high‑growth areas, but rapid innovation and wide dispersion between sustainably competitive firms and those likely to face low‑margin competition make active stock selection essential.