伊朗外交部發言人：只要美方不履行其承諾，伊朗就不會履行與美方簽署的諒解備忘錄中的承諾。

Refinitiv calculations show India's June merchandise trade deficit at $30.43 bln, versus $26.63 bln consensus.

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.