伊朗外长阿拉格齐表示，伊朗对地区的基本原则战略依然与内生安全政策保持一致，且不容外国干涉，这一战略坚定不移。阿拉格齐指出，近期的事态和战斗，特别是“斋月40天战争”，是地缘政治演变史上的一个转折点，改变了以往的安全结构。他强调，战场经验证明，依赖域外大国和接纳美国基地，不仅没有给东道国带来任何安全；相反，这些国家通过参与针对伊朗的行动并招致果断回应，自身反而成为了不安全的主要因素。与此同时，他补充道，犹太复国主义政权作为地区唯一好战分子和动荡因素的本质，已愈发暴露无遗。

Apollo Global Management chief economist Torsten Slok said that despite heavy corporate AI spending, AI has so far produced no measurable returns for US firms outside the tech sector. He noted per-employee revenue is rising at the seven largest tech companies but flat across the other 493 S&P 500 firms, and profit margins show the same divergence, with no evidence AI is boosting productivity. Slok said mainstream US companies are cutting investment and treating AI token-consumption costs as a cost center rather than a growth driver, which is squeezing margins. As US earnings season opens, investors will watch corporate AI spending and whether it delivers promised payback. Last week Meta said it would further ramp AI bets and raise capex plans, prompting market jitters; Meta shares fell and its credit-risk measures hit record highs.

沙特阿拉伯基准指数早盘下跌1.1%。