Iran's Islamic Revolutionary Guard Corps said on social media on the 14th that it struck a US base in Bahrain with missiles and drones, hitting multiple weapons-support warehouses, a satellite communications center and a US accommodation building.

JP Morgan reiterates Overweight on Tencent Holdings (00700.HK) and keeps its HKD690 target. The bank says Tencent’s durable user engagement, improving game and advertising monetisation, strong margins and balance sheet, and AI monetisation optionality make it the highest-quality compounding growth play in China’s internet sector. JP Morgan expects AI-related depreciation to begin in H2, and has cut its FY26 Non-IFRS EPS forecast by 5% to 28.47 yuan while raising FY26 capex to 200 bln yuan; the firm stresses these changes reflect heavier AI investment and depreciation, not a deterioration in core operations. JP Morgan projects Q2 revenue up about 9% YoY, with value-added services +5–6%, games +9–10%, advertising +18–19% and fintech ~+5%, broadly in line with market expectations.

美國總統特朗普：我們將來可能會“運營”霍爾木茲海峽，若由美國將來主導霍爾木茲海峽，美國將獲得報酬。