A Delta Air Lines executive said demand remains strong despite global uncertainty, with corporate bookings and both premium and economy cabin demand rising.

以色列国防部长卡茨：当前协议允许以色列国防军在（黎巴嫩）南部进行活动。

Xingyin Fund fund manager Weng Zichen said recent debate around the so‑called 'Tao law' signals resilience in China’s tech supply chain under external pressure and a shift from follower‑type development to independent innovation, supporting the domestic tech cycle. He said market hopes that AI applications would lead have been premature: since the start of the year compute demand from training and inference has driven outperformance in AI hardware—GPUs, optical modules and servers—which is translating into earnings and sustaining the rally. Capital markets ultimately price around earnings and cyclical strength, he added; hardware strength leading application take‑off is a reasonable industry cadence, but investors should beware valuation bubbles.