據伊朗官方媒體：伊朗班達爾阿巴斯市政府消息稱，美軍打擊已擊中伊朗南部港口城市班達爾阿巴斯周邊地區。

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.

JP Morgan's CFO said the range of regulatory volatility in the banking sector is narrowing.