Israel's prime minister's office said Israeli forces will remain stationed in the security zone in southern Lebanon.

China International Capital Co said the AI rally is showing signs of diffusion and market repricing is shifting toward upstream picks‑and‑shovels suppliers. A‑shares have delivered a pronounced structural rally YTD: ChiNext and STAR 50 are up 30.9% and 51.2%, with AI as the core theme. Since Q2 AI-sector volatility has increased; previously leading semiconductors, optical modules and PCBs face historically high trade crowding, and recent flows are moving into less crowded upstream materials and infrastructure — notably minor metals, electronic fabrics and optical fiber. CICC judges that with the AI trend intact, the market is more likely to display style diffusion than a systemic style rotation, making select upstream sub-sectors the current focus.

日本10年期国债收益率上涨5个基点，至2.645%。