Retired U.S. general Mark Kimmitt said reciprocal strikes and tough rhetoric between Washington and Tehran may not have derailed negotiations. "I don't think rhetoric has much to do with whether diplomacy succeeds," he said, adding Iran has sought to delay reaching an agreement. "That said, I believe what President Trump said — things are getting closer," Kimmitt added, noting Iran's pattern of delaying, rearguing and requesting more time. He said an agreement is unlikely in the next few days an

美國5月季調後CPI月率（前值：+0.6%；預期值：+0.5%） 1. 穆迪：+0.4%；荷蘭銀行：+0.4%；潘森宏觀：+0.4%；豐業銀行：+0.4%；澳新銀行：+0.5%； 2. 花旗：+0.5%；巴克萊：+0.5%；荷蘭國際：+0.5%；美國銀行：+0.5%；凱投宏觀：+0.5%； 3. 德銀：+0.5%；德商銀行：+0.5%；大和證券：+0.5%；高盛集團：+0.5%；高頻經濟：+0.5%； 4. 渣打：+0.5%；瑞穗證券：+0.5%；北歐聯合：+0.5%；牛津經濟：+0.5%；三井住友：+0.5%； 5. 瑞銀：+0.5%；野村證券：+0.5%；法興銀行：+0.5%；斯蒂菲爾：+0.5%；道明證券：+0.5%； 6. 裕信銀行：+0.5%；富國銀行：+0.5%；傑富瑞：+0.6%；桑坦德：+0.6%；法巴銀行：+0.6%； 7. 小摩：+0.6%；大摩：+0.6%；匯豐銀行：+0.6%；丹斯克銀行：+0.6%；PNC金融：+0.7%； 美國5月季調後核心CPI月率（前值：+0.4%，預期值：+0.3%） 1. 德銀：+0.2%；澳新銀行：+0.2%；美國銀行：+0.2%；花旗集團：+0.2%；大和證券：+0.2%； 2. 穆迪：+0.2%；高盛集團：+0.2%；野村證券：+0.2%；潘森宏觀：+0.2%；道明證券：+0.2%； 3. 大摩：+0.2%；瑞銀：+0.2%；富國銀行：+0.2%；荷蘭銀行：+0.3%；滿地可銀行：+0.3%； 4. 巴克萊：+0.3%；丹斯克：+0.3%；法巴銀行：+0.3%；凱投宏觀：+0.3%；德商銀行：+0.3%； 5. 匯豐：+0.3%；傑富瑞：+0.3%；高頻經濟：+0.3%；荷蘭國際：+0.3%；摩根大通：+0.3%； 6. 渣打：+0.3%；桑坦德：+0.3%；瑞穗證券：+0.3%；北歐聯合：+0.3%；牛津經濟：+0.3%； 7. 豐業銀行：+0.3%；法興銀行：+0.3%；三井住友：+0.3%；斯蒂菲爾：+0.3%；裕信銀行：+0.3%；

Hong Kong stocks weakened into midday; HSI -1.10%, Hang Seng Tech Index -1.69%. Chinese brokerage shares outperformed: Guotai Haitong (02611.HK) +3%+, China Merchants Securities (06099.HK) ~+2%. Domestic banks lifted, Huishang Bank (03698.HK) +5%+. Telecoms rallied then eased: China Unicom (00762.HK) +3%+, China Telecom (00728.HK) +2%+. Select internet/tech names led pockets of strength, Tencent Holdings (00700.HK) +3%+. Themes firmer included 5G, logistics, home appliances, biopharma and dairy. Weakness centered on optical communications—Yangtze Optical Fibre & Cable (06869.HK) down >10%—and PCBs: Guanghe Technology (01989.HK) -8%+, Shenghong Technology (02476.HK) -5%+. Other lagging sectors: lithium batteries, chips, EVs, airlines, nuclear, new consumer and oil & gas-related names.