NETANYAHU: WE DESTROYED A MASSIVE TUNNEL BELONGING TO HEZBOLLAH AND WE WILL CONTINUE TO DESTROY ITS INFRASTRUCTURE

汇丰控股：将全球医疗保健行业评级下调至中性，之前为超配；将全球基础材料行业评级上调至超配。

U.S. intelligence agencies are assessing how Iran would react if Donald Trump declares a unilateral victory in the ongoing war, according to officials. Early assessments suggest Tehran may view a U.S. drawdown as a win, while a continued troop presence could be seen as a negotiating tactic. Officials say large-scale escalation, such as a ground invasion, is now less likely, though military options remain. The conflict has become a domestic political burden, with polling showing low public support. Ongoing tensions in the Strait of Hormuz continue to disrupt oil flows and sustain pressure on energy prices.