Domestic News:
1. The China Securities Regulatory Commission (CSRC) held a series of symposiums with listed companies, industry institutions, and experts to solicit opinions and suggestions.
2. Wang Yi met with a delegation from the European Parliament's Foreign Affairs Committee.
3. Changxin Technology: Online investors abandoned their subscriptions for 6.5862 million shares.
4. It is reported that Dark Side of the Moon is in talks for pre-IPO financing with a valuation of $50 billion.
5. The A-share STAR Market 50 Index rose by more than 10%, setting a new record for the highest single-day gain this year.
6. The Ministry of Industry and Information Technology's Lithium Battery and Similar Product Standards Working Group: will hold a discussion meeting on 10 solid-state lithium battery industry standards.
International News:
1. Kazakhstan will suspend oil shipments to the Black Sea following the tanker attack.
2. AI escapes the sandbox; OpenAI acknowledges being hacked by Hugging Face.
3. BHP Billiton and the Port Hedland union have made progress; negotiations will resume next week.
4. TSMC is reportedly planning to raise wafer foundry prices by up to 10% starting in 2027. 5. The 10% temporary tariff is about to expire, and the US Trade Representative predicts that new tariffs will soon replace it.
6. According to the Financial Times, Trump may impose new tariffs on dozens of countries as early as this week.
7. Iraqi Oil Minister: The total value of agreements signed between the Iraqi Ministry of Oil and US companies is expected to reach $200 billion.
8. Overnight Market Update—USD/JPY broke through 163, gold and silver surged, US NASDAQ stocks rebounded sharply, international crude oil rose over 2%, the US dollar rose 0.2%, and US Treasury yields generally rose.
9. Middle East Situation—
① Pakistani Prime Minister met with Iranian Interior Minister. The Pakistani Prime Minister stated that Pakistan will continue to play a mediating role.
② Iranian military: If the US attacks Iranian nuclear facilities, the interests of all US and its allies in the region will be targeted.
③ Israeli media: The 10-day ceasefire proposal was put forward by Iran, and Trump demanded that Iran "pay a price."
④ Israeli Finance Minister: Israel has no intention of joining a US war against Iran.
⑤ Trump: Iran wants a meeting, but we have no interest. The US will launch a very strong attack on Iran's Ghoshul region (where nuclear facilities are allegedly located). The US will "take action" if the Houthis blockade the Red Sea.
