ChiNext rose more than 5%, led by semiconductor equipment, MLCC, memory chips, advanced packaging and PCB sectors. Guoci Materials hit the daily limit; Changchuan Technology and nearly 10 other constituents advanced over 10%.

Iran has launched retaliatory strikes on military and civilian infrastructure in Gulf states and Jordan while deliberately avoiding US naval assets near its coast and attacks on Israel proper. Analysts say the pattern is designed to apply pressure on US President Trump while minimizing the risk of a broader war. Retired Lebanese brigadier-general Elias Hanna warned that striking US naval forces would invite devastating US retaliation and noted such targets are heavily defended and technically difficult to hit. Tehran University political-science professor Atifeh Tajiani said the US is leveraging Gulf partners, notably Kuwait, and US naval positioning to target or pressure Iranian civilian infrastructure, a dynamic that raises regional tensions and complicates Iran’s response calculus.

Sources involved in Japan-US talks say JP Morgan and other US banks are set to agree to provide financing for part of Japan's $550 billion pledge to invest in the United States, helping Tokyo fulfil commitments made to US President Trump. Japanese banks had been reluctant because their funding is primarily yen and raising large amounts of dollar funding for long-dated infrastructure projects is costly. Sources say Tokyo is actively advancing the arrangements, and US officials have delivered an additional list of candidate projects to Prime Minister Takaichi's government as potential follow-ups under the investment plan.