South Korea's KOSPI was up 0.5% in early trade; Samsung Electronics rose 2.5% and LG Electronics jumped 28%.

據伊朗塔斯尼姆通訊社：伊朗議會議長卡利巴夫表示，外交的工作是將軍事領域獲得的勝利轉化爲政治和法律成果。

Shenwan Hongyuan macro says public reports show recent US‑Iran talks aim for a 60‑day memorandum of understanding (MOU), with a tougher second negotiation phase to follow. Near‑term discussions appear focused on extending a ceasefire and restoring shipping through the Strait of Hormuz to quickly reduce global energy tail risk; nuclear issues are expected to be handled in phase two. An MOU, even if agreed, would not resolve all disputes at once. The text may be near “technical completion,” but short‑term reversals remain possible. Signing does not equal operational reopening: MOUs are typically non‑binding and there is a material gap between reaching a text and implementation. Even a temporary reopening of the strait could be reversed if phase‑two talks stall.