伊朗国家安全与外交政策委员会委员Vahid：此前经验就在眼前，我们不应带着过度乐观进入对话进程，而应将国家利益与保障措施放在首位。

Tungsten hexafluoride (WF6), a key deposition gas for memory and advanced logic chips, has seen sharp price gains as some overseas capacity exited and downstream memory-chip expansion widened the supply gap. An analyst expects 5N-grade WF6 to average roughly 1,760 yuan/kg in June, up about 236% YoY, and cites sustained memory demand as the core support. A Shanghai specialty-gas producer reported a surge in helium demand; factories are running two shifts yet remain undersupplied, and buyers report prices moving daily with risk of immediate unavailability.

Hong Kong-listed sportswear stocks extended losses: Li Ning (02331.HK) fell over 5%, 361 Degrees (01361.HK) fell more than 4%; Anta Sports (02020.HK), the outdoor retailer (02720.HK), Xtep International (01368.HK) and Yue Yuen Industrial (00551.HK) each dropped over 2%.