Alternative for Germany (AfD) chair Alice Weidel said Germany needs good relations with Russia and, above all, with the United States. She noted the US is now sending envoys to Moscow to mediate between Moscow and Kyiv — a role she said could originally have been filled by Germany.

Kushner, Trump’s son-in-law, said he is working with Hamas to advance its disarmament and has reached agreement with Israel on the end state for a Gaza plan.

Kaiyuan Securities: Short-term crowding has partially unwound and STAR 50 implied volatility has fallen, creating intra-tech segmentation opportunities. Strategy: maintain balanced tech exposure and use rebalancing. Rebalancing focus: small/micro caps (CSI 2000, Wind micro-cap stocks); sectors with upside net-profit surprises — electronics, defense & military, computers, oil & petrochemicals, nonferrous metals, non-bank financials; rotation targets — nonferrous, basic chemicals, new energy, agriculture, pharmaceuticals and selected midstream manufacturing such as shipbuilding; and high-dividend defensives (banks, utilities, power) for favorable risk/reward in volatile markets. Medium term: technology remains the main theme, broad beta gains will be harder and returns will increasingly come from within-tech stock selection. Positioning should target names combining a second-leg re-ignition and narrative traction: AI materials, domestic compute-power chain and upstream overseas compute-chain suppliers (PCB, optical-module upstream), programming/enterprise AI agents and applications, plus tech spillover beneficiaries including power equipment, power utilities, energy metals and liquid-cooling solutions.