巴基斯坦外交部发言人：巴基斯坦上周遭袭的液化天然气船已返回卡塔尔。

DALY said firms want inf to ease.

CITIC Securities says US removal of the small‑parcel duty exemption is now settled and the EU will abolish the €150 small‑parcel exemption from July 2026, assigning non‑EU platforms importer compliance responsibility. The policy squeeze is accelerating a shift from small‑parcel direct mail toward semi‑managed/POP and overseas‑warehouse fulfillment, raising entry barriers and likely concentrating volume with leading players while causing short‑term compliance disruption. Euromonitor projects global retail e‑commerce at $4.66 tln in 2025 (+10.4% YoY); major destinations (US, EU) to grow mid‑to‑high single digits, emerging markets faster, with e‑commerce expansion outpacing total retail. CITIC expects platform fulfillment to stabilise into 2027 and recovery off a 2026 low base; recommends monitoring the policy‑driven low‑valuation allocation window for sector exposure.