阿斯麦定于周三公布第三季度业绩。根据Visible Alpha的数据，这家荷兰半导体设备制造商预计第三季度销售额将达到117.1亿欧元（约合131.2亿美元），远高于去年同期75.2亿欧元，处于公司此前给出的110亿至120亿欧元指引区间内；第三季度毛利率预计将从51.6%小幅升至接近56%，处于公司此前给出的55%至57%的指引区间内。第三季度净利润预计将达到41.7亿欧元。 阿斯麦今年已两次上调全年销售额预测，目前预计2026年销售额将达到430亿至450亿欧元，毛利率预计为54%至56%。摩根大通分析师Sandeep Deshpande表示，阿斯麦可能小幅上调2026年业绩指引，原因是其深紫外（DUV）光刻设备的出货量有望进一步增加。此外，阿斯麦首席财务官曾暗示，公司可能提价。瑞银认为，阿斯麦与客户之间的谈判将推动其深紫外和极紫外光刻设备全系列产品进一步涨价。

The secretary of Iran's Supreme National Security Council said Iran is fully prepared and that, should war resume, it will demonstrate new capabilities. He said US assets in the UAE and around the Strait of Hormuz are highly valuable but have not been placed on Iran's target list to date. He warned that renewed conflict would see many regional undersea cables, data centres, AI facilities and other sites destroyed, assets he valued at more than $2 trillion.

The Indian embassy in Riyadh said it had learned that an Indian national wounded in the Riyadh attack died today.