据以色列媒体Walla：以军与美国中央司令部就伊朗问题举行会议，以色列正在为可能与伊朗恢复战斗做准备。

Samsung posted record profit and profit rose sharply YoY, yet its shares fell—a sign the market is shifting to a high-expectations regime rather than rejecting the results. Under the AI and semiconductor cycle, investors increasingly trade on the gap between results and elevated expectations; strong growth that is already priced can become a sell-the-news trigger. The surprise-versus-expectation dynamic is supplanting raw earnings as the primary pricing variable. Volatility in South Korean equities and pressure on Nasdaq futures show this higher bar is spilling across the tech sector. Short term: valuation repricing. Longer term: if investors persistently raise required returns, financing conditions for AI infrastructure, semiconductors and other tech capex could tighten.

欧盟委员会：排放交易系统修订将允许工业在2039年之后，甚至进入2040年代继续排放。