China A-share property sector rallied; Shenzhen Property A hit the daily up-limit, while Shahe Co., Binjiang Group, Tefa Service and Xincheng Holdings also gained.

美国驻联合国代表迈克·沃尔兹：他们（伊朗）为什么要袭击国际航运？已有146个国家加入我们的行列，共同谴责伊朗针对民用船只的袭击——这一数字创下了联合国的纪录。正如你不能因为卷入冲突就击落民航客机一样，你也绝不能向民用船只开火。伊朗正遭到全世界的谴责，其行为在各个方面都违反了国际法。

Huatai Securities' A-share strategy sees the market in a consolidation/recovery phase; prior correction has relieved valuation and trading risk, raising the odds of a pre-holiday rebound, but US jobs and PMI releases over the holiday increase event risk. Positioning should favor high earnings visibility and relatively fully digested valuations: within tech, prioritize optical communications, PCB and select domestic compute leaders and cut exposure to earnings-downgrade risk and pure-theme names. Also consider underallocated chemicals and paper chains where price spreads have improved, and use dividend-yielding assets as portfolio stabilizers. Ahead of the holiday keep fundamentally strong core holdings, trim high-volatility trading positions; stock selection matters more than gross exposure.