German chancellor MERZ said every state government must comply with the Basic Law.

Vessel-tracking shows six Qatar-linked empty LNG carriers are in the Gulf of Oman or inbound to the Persian Gulf; Kpler reports a seventh recently transited the Strait of Hormuz and is now in the Persian Gulf en route to Qatar. Qatar supplied about one-fifth of global LNG and has all but halted exports since a tanker was attacked in late July. The ship movements contrast with a marked rebound in Qatari oil exports over the past month. Movements suggest Doha may be repositioning tonnage to resume LNG exports via the Strait of Hormuz despite renewed U.S.-Iran tensions and Tehran’s plan to designate an exclusion zone outside the strait. QatarEnergy did not respond to requests for comment.

港股光通信板块持续走强，剑桥科技(06166.HK)涨超14.5%，中际旭创(03308.HK)涨近10%，海光芯正(01191.HK)涨近7%，汇聚科技(01729.HK)涨近6%，长飞光纤光缆(06869.HK)、华虹宏力(01347.HK)均涨超4%。