港股PCB概念震荡走高，建滔积层板(01888.HK)涨超13%，建滔集团(00148.HK)涨超12%，胜宏科技(02476.HK)逆市走低跌超4%。

英伟达CEO黄仁勋：我们每年从SK海力士采购数十亿美元的芯片，今年的采购量将大幅增长。

Axios reports a senior U.S. official and an Israeli source said Trump told Netanyahu on Sunday to refrain from retaliating for Iran’s missile attack to give diplomacy more time. The U.S. official said Trump urged a pause because “we are close to a good deal,” and that Netanyahu raised objections but ultimately “reluctantly agreed” to hold fire. The official described the call as calmer than last week’s exchanges and said the administration believes the president bought time and that Israel is unlikely to strike immediately; the official quoted the president as saying the U.S. has “spent three months on this” and it is time to finish it.