海關總署：中國5月汽車（包括底盤）出口98.8萬輛，4月93.9萬輛。

Hong Kong PCB sector advanced amid choppy trading; Kingboard Group (00148.HK) rose over 19%, Kingboard Laminates (01888.HK) rose over 15%, Guanghe Technology (01989.HK) rose over 11%, Shenghong Technology (02476.HK) rose over 6%.

Reciprocal Israeli and Iranian strikes have undermined prospects for broader regional peace and increased risk to fragile ceasefire arrangements, complicating efforts to reopen the Strait of Hormuz. President Trump is reportedly seeking a memorandum with Iran to reopen the strait, but talks remain stalled over Iran’s nuclear program and demands over access to frozen funds. Mitsubishi UFJ analysts say the escalation makes a wider peace deal harder to achieve; Saxo Bank warns durable peace is increasingly elusive and that a near-closure of the Strait would keep acute pressure on global energy markets, with major oil companies warning physical supply shortages could emerge in weeks rather than months.