瑞銀：將微軟(MSFT.O)目標股價從600美元下調至510美元。

Oil prices dropped after Israeli Channel 12 reported a potential one-month ceasefire, under a plan developed by Steve Witkoff and Jared Kushner. The report indicated a possible reduction in regional geopolitical risks, leading markets to price out some of the war-risk premium. The ceasefire could ease tensions and lower the risk of disruptions to energy infrastructure, though the market remains cautious until official confirmation and further details emerge.

Shares of China’s food-delivery firms surged after regulators moved to curb intense price competition. Meituan jumped as much as 13%, while Alibaba and JD.com gained 6.7% and 5.7%, respectively. The rally followed a regulator-led seminar and state media calls to end loss-making price wars that have pressured profits and consumption. The sector has been locked in aggressive subsidy-driven competition, with Meituan expected to report a 24.1 billion yuan ($3.49 billion) net loss for 2025.