中資券商股午後持續衝高，中信證券(06030.HK)漲超8%，中金公司(03908.HK)、廣發證券(01776.HK)漲超6%，中信建投證券(06066.HK)、國聯民生(01456.HK)漲超5%。

South Korea presidential office policy chief Kim Yong-beom warned semiconductor profits from the AI boom could flow into the property market. He said semiconductor margin gains have pushed nominal growth to its fastest in over 20 years, while benefits remain uneven: Q1 real GDP rose 3.8% and real gross domestic income climbed 13.2%, indicating chip-price-driven purchasing power has outpaced output. Kim said most of the income gain has yet to circulate broadly but could appear in coming quarters via bonuses, wage increases and repatriated export earnings, potentially supporting luxury spending and housing demand. He warned that historically such excess liquidity has often ended up in real estate and it is hard to assume this cycle will be different.

Iran's Foreign Ministry spokesman said officials have discussed preparatory work to launch negotiations on a final agreement.