惠誉：预计美伊冲突将拖累GDP增长，推高通胀与债券收益率，并加剧全球主权国家的地缘政治风险。

IG Group market analyst Ye Junrong said last Friday’s sharp US tech sell-off triggered the Asian tech pullback. A fading AI trade would hit equipment and tools suppliers across the Asian AI supply chain. KRW weakness and potential South Korean policy tightening could raise pressure on leveraged positions. He views the post-runup correction as healthy and says corporate fundamentals remain intact. Risks: forced deleveraging may amplify near-term volatility, and upcoming inf data could lift bond yields and further compress growth stock valuations.

IRNA (Islamic Republic News Agency) reports that, so far, Israeli strikes have not targeted Tehran's urban area.