以色列總理內塔尼亞胡：軍事上打開霍爾木茲海峽是可能的，特朗普正在考慮多種選擇。

Goldman Sachs maintains an overweight on China A-shares, citing superior Sharpe ratios versus regional peers driven by an improved growth outlook, favorable liquidity, diversified return sources and exposure to hard‑tech, AI-related names. It downgraded Hong Kong stocks to market weight, saying the opportunity cost of staying overweight has risen and preferring targeted alpha themes or waiting for confirmation of its expected earnings-growth path before increasing beta exposure.

Vietnam May retail sales YoY 11.8% vs 12.10% prior.