科创50指数探底回升翻红，此前一度跌逾4%。

BOC held its policy rate at 2.25% as expected, saying the economy is improving, growth is recovering and inflation should ease from its recent surge; it will continue to assess economic strength and the inflation outlook and is prepared to adjust policy as needed. Analyst Adam Button said the statement's "uncertainty remains high" line suggests the bank is currently more inclined to hold rates than to tighten. Market pricing implies roughly 16 bps of cumulative hikes by year-end, leaving the probability of further BOC tightening above 50%.

Iran’s foreign ministry spokesperson said the armed forces have made clear any aggression against Iranian territory will be met with an equivalent response. We currently have no plans to negotiate and are focused on defense. Memoranda of understanding are mutual commitments; if the other party breaches them, we will cease fulfilling our obligations, and the same principle will be applied going forward.