India's Nifty IT index extended gains, trading up 1.4%.

地区官员、外交官和分析人士表示，美以伊战争凸显了伊朗对霍尔木兹海峡的影响力，并使其能够要求任何关于其核计划的协议都必须首先承认伊朗对这一重要石油咽喉要道的实际控制。美国中东研究所的亚历克斯·瓦坦卡表示，尽管向使用霍尔木兹海峡的船只收取费用可能会带来巨额收入，但德黑兰将霍尔木兹海峡视为政治合法性的来源，而不是经济资产。瓦坦卡引用一句波斯谚语补充道：“为什么要为了一个棒棒糖而放弃一颗钻石呢？”伊朗领导层也表达了类似的观点。“霍尔木兹海峡是我们最强大的武器，”伊朗议长卡利巴夫说，伊朗“在任何情况下都不会放弃其在那里的权利”。地区消息人士和外交官表示，伊朗故意放慢谈判进程，是为了在重返核问题之前锁定其认为的战争利益。曾任美国外交官、对伊朗问题颇有研究的艾伦·艾尔表示，对于否认寻求核武器的德黑兰来说，铀可以等等，但巩固其在霍尔木兹海峡的地位却刻不容缓。“伊朗人知道特朗普总统想要抽身；他想把重心转移到别处，”艾尔说，“他们知道自己可以向他施压，因为时间站在他们这一边。”前美国中东问题谈判代表亚伦·大卫·米勒表示，“60天的谈判期限从来都只是个幻想，”“在确信自己已确立这种新现状之前，伊朗方面是不会在核问题上采取行动的。他们希望确保特朗普——以及全世界——都明白，一切已无法回到2月27日之前的状态。”

A draft U.S. Treasury report warns AI market risks could be comparable to the dot‑com bubble, digital outlet NOTUS reports. Prepared by Treasury staff for Treasury Secretary Bessent, Fed Chair Kevin Warsh and several federal financial regulators, the draft was completed weeks ago and is awaiting formal sign‑off before distribution to intended recipients and likely public release. The report says AI firms are more deeply embedded in the U.S. economy than internet‑era companies and could pose systemic risks if financial conditions shift, projected productivity gains fail to materialize, or supply‑chain and other bottlenecks constrain the sector. It flags heightened vulnerability if financing for infrastructure projects dries up or long‑term growth expectations are unmet, drawing parallels with conditions before the internet crash. A Treasury spokesperson called the draft unaudited and not department policy, saying the official position is that AI will be a key driver of a new "golden age," delivering unprecedented productivity gains, expanding economic opportunities and empowering U.S. workers and firms.