伊朗首席谈判代表卡利巴夫：针对伊朗的海上封锁以及美国今日对以色列的“开绿灯”行为，使得美国及（以色列）政权在本地区的基地和资产成为合法打击目标。我们武装力量的手一如既往地随时准备出击。

以色列军方表示，他们监测到从伊朗向以色列发射的第二波导弹。

CITIC Securities says the near-term correction in US tech stocks reflects revisions to monetary policy expectations, crowded positioning and idiosyncratic company noise. The firm views the AI bull case as self-reinforcing and unlikely to reverse in the short term, but notes industry progress remains well short of a fully commercial closed loop and needs more high-value monetization scenarios. Rising long-end bond yields and very limited market fault tolerance imply sustained high volatility. Close monitoring of timing mismatches between AI input and output is necessary; tracking high-frequency indicators is recommended as a temporary risk-management measure.