美国国务卿鲁比奥：伊朗表示在停火生效时将开放霍尔木兹海峡，但他们并没有这样做。

Fars News, citing informed sources, reports that information exchange between Iran and the United States on a preliminary memorandum of understanding has been suspended for at least several days.

Fang Dongming, UBS head of China for Global Financial Markets, said global investors’ reallocation into Chinese assets is only beginning and could surpass the relative high of 2021 and continue to rise. He flagged Hong Kong’s strategic role: since 2026 mainland high-quality issuers have been actively doing secondary listings in Hong Kong, with some moving from valuation discounts to premiums. Southbound Stock Connect has seen sustained strong net inflows as connect mechanisms deepen, reinforcing Hong Kong’s broader and deeper capital-market advantages as an international financial centre.