据《华盛顿邮报》：消息人士称，美国国防部正在评估的关键事项之一是是否从波斯湾撤回驻军。此前，美国在海外的大型军事基地数月来一直遭到伊朗袭击，受到严重破坏，这为五角大楼重新考虑其在该地区的军事存在提供了机会。

On the 17th, President Trump, asked whether food aboard the USS Abraham Lincoln was sufficient, said the carrier has been deployed for some time but has had prior long deployments. He said a retired general and others told him personnel aboard reported the ship was in good condition, and he described CNN's earlier reporting as "fake news."

HSBC Global Research cut its price target for Yangtze Optical Fibre & Cable (06869.HK) to HK$276 from HK$277 and kept a Buy rating. The bank said weaker sentiment toward cyclical AI-hardware names prompted lowering the 2027 target P/E from 18x to 15x. HSBC raised its 2026 and 2027 EPS forecasts by 24% and 20.8%, respectively, citing a Q2 profit alert and a larger share of data‑center fibre; 2026 EPS is now RMB11.21.