FT reports the Trump administration is preparing a package of grants for Europe and other regions to support initiatives aligned with MAGA, as part of a major reprioritization of U.S. foreign-aid priorities. A copy of a State Department notice to lawmakers shows proposed funding includes $2m for "countering censorship," aimed at addressing impacts from EU rules such as the Digital Services Act and Digital Markets Act; other listed projects resemble traditional U.S. aid programs.

市场消息：有报道称，美国正对伊朗南部阿巴斯港进行空袭 。当地居民称，阿巴斯港各地传出三到五次爆炸声。

CITIC Securities research says Chinese reusable rockets have moved from concept to engineering, a supply-side shift that should materially lower costs and speed deployment of LEO satellite internet constellations. Routine rocket recovery is likely to accelerate roll-out of large constellations and reduce construction cost pressure. Key areas to watch for supply-chain and investment flow: satellite payloads (including antennas, payload integration, laser‑communication terminals, solar arrays and power systems); rocket components (engines — incl. 3D printing — and airframe structures); ground equipment (civilian terminals and direct‑to‑phone connectivity); and operators/servicers holding scarce regulatory qualifications. The report is constructive on the commercial space sector as market risk sentiment improves.