China's foreign ministry said navigation through the Strait of Hormuz should be properly handled, Xinhua reported.

伊朗革命衛隊表示，已通過發射導彈和無人機，點燃了約旦哈桑王子空軍基地的燃料罐和彈藥庫。

Goldman Sachs maintained an overweight on A-shares in a new note, saying this year’s market has seen extreme divergence with A-shares’ hard-tech names substantially outperforming Hong Kong internet. It judges the A-shares AI complex is not broadly frothy but warns valuations in semiconductors and certain subsegments are rich and trading-concentration risk is elevated. Hong Kong internet stocks have rebounded and, Goldman says, current prices largely discount AI investment losses and pressure on core businesses; with subsidy rollbacks and faster cloud/AI monetization, earnings could inflect in Q2–Q3, supporting a gradual accumulation of high-quality Hong Kong-listed internet leaders. On flows, hedge funds remain heavily positioned in Korea and Taiwan while EM funds are beginning to overweight China.