期權到期引發的“多頭擠壓”或已結束，歷史顯示金價通常會快速回歸“最大痛點”。隨着美債收益率回落、COMEX實物交割創新高，黃金修復行情有望展開……

Iran's foreign minister, speaking in Baghdad during a visit to Iraq, urged creation of a new regional 'security framework' with Gulf countries that would include all states in the region and exclude participation or interference by non-regional powers.

China International Capital Co said the AI rally is showing signs of diffusion and market repricing is shifting toward upstream picks‑and‑shovels suppliers. A‑shares have delivered a pronounced structural rally YTD: ChiNext and STAR 50 are up 30.9% and 51.2%, with AI as the core theme. Since Q2 AI-sector volatility has increased; previously leading semiconductors, optical modules and PCBs face historically high trade crowding, and recent flows are moving into less crowded upstream materials and infrastructure — notably minor metals, electronic fabrics and optical fiber. CICC judges that with the AI trend intact, the market is more likely to display style diffusion than a systemic style rotation, making select upstream sub-sectors the current focus.