Russian central bank governor Nabiullina said the central bank will monitor corporate lending and budget parameters.

美国总统特朗普：伊朗战争可能在中期选举前结束。

Goldman Sachs Japan electronics components research team says Apple’s influence on Japanese components stocks is declining as AI and data-center sales gain share. New iPhone pricing was broadly in line with investor expectations; the Apple cycle will still drive orders and seasonality but its sector-wide explanatory power is weakening. Stock pricing for suppliers will increasingly hinge on AI and data-center exposure, per‑unit content/value and share shifts.