Japan's Ministry of Finance said April travel balance posted a ¥546.5bn surplus, down 25.2% YoY (1 USD ≈ ¥160). Inbound visitor spending was ¥767.2bn, down 17.9% YoY; outbound Japanese spending rose to ¥220.8bn, up 8.2% YoY. Japan National Tourism Organization data showed inbound arrivals fell 5.5% YoY in April, with sharp declines from mainland China and notable drops from Europe and the Middle East. Analysts said prolonged fighting in the Middle East has suspended some international flights an

据以色列第13频道援引一名高级官员的话报道，从伊朗向以色列领土开火意味着重启战争的宣示。

Global stocks fell on Monday as Korea’s tech index plunged and investors sold AI-related winners. Barclays equity analyst Emmanuel Kao said the move reflected a mix of central-bank policy worries, excess supply and lingering geopolitical risk from Iran. The sell-off comes ahead of major supply events: SpaceX plans to IPO on Friday, Meta is weighing a large share sale and Google announced an $85 bln financing plan. Jefferies chief European economist Mohit Kumar cited rising rates and large IPO risk as market pressures but said sharp moves are driven mainly by position adjustments. CBOE options data show extremely bullish positioning in semiconductor-related trades, leaving the sector vulnerable to negative news.