The US has offered $20 mln for intelligence on Iran’s nuclear programme. At a Monday press briefing an Iranian foreign ministry spokesman called the move evidence of Washington’s disorder, saying its aim is to sustain lies to justify war and that the world will not be deceived by US posturing and psychological warfare.

Taiwan's benchmark index rose as much as 6.6% intraday—its biggest one-day gain since July—and closed nearly 5% higher. TSMC, which accounts for roughly 40% of the index's weighting, climbed more than 7% intraday as investors rotated back into tech after last week's AI-related sell-off; semiconductor names led gains across East Asia. Currencies were more subdued: the South Korean won outperformed, strengthening to 1,356.20 per USD. Mitsubishi UFJ Financial Group analysts said Asian FX is increasingly driven by the global tech cycle and cross-border portfolio flows, with the won especially sensitive to semiconductor performance. Philippine assets came under pressure after data showed economic growth slowed for a fifth consecutive quarter. Indonesian equities gained about 1% but were capped by investor concern over continued inclusion in the MSCI Emerging Markets index; the rupiah weakened to 18,105 per USD, near this year's low of 18,190.

A股光伏板块延续涨势，钧达股份3天2板，东方日升涨超10%，迈为股份、拉普拉斯、国晟科技、帝科股份涨超5%。