据伊朗塔斯尼姆通讯社：也门胡塞武装宣布，在也门东北部焦夫省击退了沙特阿拉伯雇佣兵发动的大规模地面进攻，并称摧毁了对方数十辆车辆和军事装备。

JP Morgan Japan strategists say yen appreciation could relieve upward pressure on JGB yields and bring forward a rebound in Tokyo-listed AI and semiconductor stocks; weak real estate names could also benefit. They note sectors facing earnings headwinds from a stronger yen include transportation, logistics and autos. JP Morgan’s constructive view on Tokyo AI/semis contrasts with Saxo Bank strategist Charu Chanana, who warned a yen rebound could trigger de-leveraging and the unwinding of crowded positions.

高通CFO：智能手机市场正处于周期的低谷。