据伊朗迈赫尔通讯社：伊朗最高国家安全委员会秘书雷扎伊与与印度国家安全顾问阿吉特·多瓦尔就地区和国际最新动态以及双方关心的问题进行了交流。

JP Morgan analysts say AI stocks could account for as much as half of Asian index weight and may drive 70% of the region's 2027 earnings growth. They say Asia's AI exposure is concentrated in hardware and expect supply tightness to persist at least through 2028, a dynamic that would grant suppliers significant pricing power. JP Morgan flags the most acute shortages in advanced logic chips, chip packaging (Ajinomoto build-up-film/ABF substrates), semiconductor equipment, high-end copper-clad laminates, HBM and high-speed optical components. The bank projects the AI ecosystem will generate net profits above $1 trillion and free cash flow around $700bn by 2028. JP Morgan retains overweight ratings on technology and on Taiwan and Korea equities.

Turkish President Erdogan said Turkey condemns the Houthi militants' attacks on Saudi Arabia in the strongest terms.