软银集团：将发行800亿日元的3年期无担保债券。

Tickmill Group economist Patrick Munnelly says Asian equities are undergoing fund rotation out of tech. SK Hynix shares fell 9.6% despite strong results, dragging the KOSPI down 6.0%. Taiwan and Japan, both with larger semiconductor exposure, fell 3.8% and 1.5% respectively. Leadership has shifted toward consumer discretionary, financials and energy; chipmakers have gone from market darlings to volatility transmitters over the past month. The AI narrative remains, but market tolerance for disappointing news has collapsed.

美国总统特朗普：美国与沙特的打击行动是与伊拉克政府协调进行的。