伊朗外交部副部長：我們正處於戰爭狀態，任何商船均不得未經與我方協調便通過霍爾木茲海峽。正努力在國際海事組織登記與阿曼就霍爾木茲海峽過境航線達成的協議。即便我們與阿曼在國際海事組織備案，也不意味着霍爾木茲海峽將被開放。開放海峽取決於美國履行此前承諾，而這些承諾曾被美國中止執行。

美國國家颶風中心：極其危險的颶風西蒙中心靠近墨西哥西中部海岸。

South Korea’s equity market has seen AI-driven buying evaporate: market turnover is down about 70% from a late‑May peak as foreign investors accelerate withdrawals and domestic retail selling intensifies. The reversal reflects heavy concentration in Samsung Electronics and SK Hynix. Phillip Wool, portfolio manager at Rayliant Global Advisors, said his fund has been taking profits on Korean AI names and is underweight SK Hynix and Samsung. Julius Baer’s Richard Tang said capital is rotating back into US equities, prompting sustained foreign outflows from Korean stocks. UBS Global Wealth Management’s Chun‑Lai Wu said the firm prefers Taiwan equities for AI exposure, citing a more complete hardware ecosystem and stronger capex plans among major tech companies.