新西蘭聯儲助理主席Silk：目前尚未認爲需要提高利率，但短期內通脹壓力正在加大。

GF Securities says the liquid-cooling market is expanding and concentrating among market leaders. Data centers remain the primary deployment; rapid growth in AI/compute centers is driving significant incremental demand for liquid-cooled switches and liquid-cooled optical modules in the network-transmission layer. Recommend monitoring two pockets of exposure: integrated system/server OEMs offering end-to-end solutions and suppliers of core equipment and components.

U.S. officials say no U.S. aircraft were shot down near Bushehr, Iran, despite claims by Iranian state TV.