China A-share CPO sector opened higher; Huatian Technology hit the daily limit, Shenkeda rose over 9%, Cambridge Technology up over 8%, Guangxun Technology and Changdian Technology gained more than 5%, Huagong Technology and Tianfu Communication also advanced.

A US official said diplomatic efforts remain underway to defuse US‑Iran tensions and that Washington has been deliberately pausing strikes after attacks to avoid escalation and preserve space for diplomacy while keeping a target list as leverage. Multiple officials said US forces were prepared to strike Iran that night if needed but were allowing diplomacy to lead. Carrier Abraham Lincoln, deployed in the Arabian Sea, loaded weapons and conducted flight drills; the carrier captain told thousands aboard the situation was heating up and to maintain readiness. US officials said Iranian claims that US forces carried out additional strikes that night were inaccurate; the situation remains fluid and strikes could resume if necessary.

Bernstein analysts say European beverage stocks are showing a solid rebound. Beer names Carlsberg and Heineken have risen as volumes show signs of recovery; Rémy Cointreau advanced after a well-received recovery plan. Spirits majors Diageo and Pernod Ricard are lagging. Bernstein prefers beer over spirits given continued weakness in the key US spirits market. Analysts add that valuations across the group look attractive at current levels.