消息人士：昨日科威特遭受的無人機襲擊來自伊拉克，而非伊朗。

伊朗議會議長卡利巴夫：雙方達成的兩項措施尚未落實：黎巴嫩的停火和在談判開始前釋放伊朗被凍結的資產。這兩件事必須在談判開始前完成。

Lumentum Holdings Inc. said demand from US hyperscalers for its optical components is accelerating rapidly, with its order book on track to be filled through 2028. Chief Executive Officer Michael Hurlston said capital spending from hyperscalers remains “enormous” with no clear end in sight, adding the company is struggling to keep up with demand. He said Lumentum could be fully sold out through 2028 within two quarters as capacity expansion continues to lag orders.