俄罗斯官员：乌克兰对俄罗斯控制的卢甘斯克地区发动袭击，造成1人死亡。

CITIC Securities says post-2022 the A-share market has settled into persistent, structural rapid sector rotation; extreme rotation episodes typically last about 1–2 months and reflect insufficient breadth of earnings upgrades and a shortage of sustainable lead themes. Rising trade tensions and larger exchange-rate translation swings are constraining offshore/export earnings narratives and valuations, narrowing market breadth and reinforcing fast sector rotation. Recent AI progress strengthens an existing rapid rise in compute demand but is insufficient to change the long-term commercialization narrative; only further technical shifts (e.g., RSI, anti-distillation) could materially expand long-term valuation space. In high-rotation regimes, low-valuation strategies generally outperform; PB-ROE strategies show a clear edge and see returns rise with rotation speed, while momentum strategies are most impaired. Under rapid rotation, upside tends to be valuation repair in names with earnings support. Recommended mid-term allocation is a barbell of AI + energy/chemicals: expect AI concentration in Q2 and a gradual warming in energy/chemicals thereafter.

据伊朗塔斯尼姆通讯社：伊朗革命卫队陆军指挥官库尔米表示，伊朗人民不惧怕任何强权。在为期12天的战争中，美国提出停火请求并来到谈判桌前，但随后却亲自掀翻了谈判桌。