药明康德(02359.HK)在港交所公告，公司注意到，2026年6月8日（美国时间），美国国防部错误地将药明康德列入其根据1260H条款认定的“中国军工企业”正式更新版名单中。我们相信，将药明康德列入该更新版名单的认定，以及该认定的所谓依据，显然是错误的，药明康德将立即采取措施挑战及纠正这一错误认定。

Economists say the Reserve Bank of India is increasingly likely to tighten policy in coming months to mirror regional peers that have tightened amid Middle East-driven inflation pressures. Governor signalled last Friday that policymakers could raise rates if inflationary pressures become more broad-based and persistent. Last week the RBI left the policy rate at 5.25% but raised its inflation forecast for the year ending March 2027 from 4.6% to 5.1%. HSBC India chief economist Pranjul Bhandari said the comments open the door to a rate hike in August — the first since February 2023 — and has moved his call forward to hikes in August and October versus prior expectations in late-2026 and Q1 2027. Deutsche Bank and Goldman Sachs still model a 50 bp move in late-2026 taking the policy rate to 5.75%. Analysts say a rate hike is largely a matter of timing.

消息人士称，巴基斯坦内政部长在当地时间黎明时分离开了伊朗。