Trump seeks to separate the issue of keeping the Strait of Hormuz open from the conflict in Lebanon.

Morgan Stanley Asia and emerging markets equity strategist Daniel Blake projects MSCI Emerging Markets index EPS to rise 40% in 2026 and slow to 9% in 2027, slightly below consensus. He says recent consensus earnings revisions in EM have been driven mainly by information technology and energy. The firm favors North Asia, Brazil, Greece, Hungary and Saudi Arabia, prefers China A‑shares, and highlights capital expenditure (capex) outperformance versus consumption.

博通首席執行官：預計第三季度非人工智能半導體收入約爲45億美元。谷歌合作關係仍然是非常重要的。