据福克斯新闻：美国财长贝森特表示，伊朗的船只上不再有任何石油，其现金流已转为负值。

Ukraine President ZELENSKIY said he is counting on U.S. and Trump support to stop Putin and the war.

China Merchants Securities says over the next 3–6 months prioritize three sequential opportunities: first, after 10-year UST yields confirm a reversal lower expect a broad tech recovery — initial beneficiaries include AI/compute chips, memory/storage, semiconductor equipment and materials, PCB and liquid-cooling; second, with external-domestic synchronization domestic demand and procyclical sectors should widen — watch food & beverage, home appliances, trade & retail, construction machinery and chemicals; third, if equity indices lead with a sizable pullback, focus on low-PB stocks and brokerages positioned for M&A and restructuring.