UAE Defense Ministry says air defense systems are intercepting missiles and drones originating from Iran.

据伊朗Press TV：一位伊朗高级情报消息人士称，美国正在对伊朗展开一场协调一致的施压、威胁和媒体虚假信息宣传行动。

South Korea’s equity market trades at a discount, reflecting governance concerns and the historically cyclical profits of Samsung and SK Hynix, which together make up more than half of KOSPI market value. Some analysts argue AI could create demand beyond a typical memory boom‑bust, but KOSPI’s low P/E suggests many remain unconvinced. Charu Chanana, chief investment strategist at Saxo Markets, says Korea needs evidence the memory supercycle has staying power and that cheap valuations alone are not a buy; she warns many mega‑caps may still spend heavily this quarter but will begin talking cost optimisation, a negative for memory demand if high prices suppress volumes. Jason Minsang Kam, head of active equities at Kyobo Life Insurance, notes KOSPI EPS estimates for the year have risen roughly 170% and describes an unprecedented surge in earnings momentum, but he cautions on extreme volatility and recommends avoiding Korean chipmakers given their high earnings cyclicality.