A股CRO概念盤初回調，萬邦醫藥、益諾思跌超6%，康龍化成跌近5%，諾思格、陽光諾和等跟跌。

South Korea's KOSPI index plunged 5.00% intraday to 6,919.68 points.

Oriental Jincheng said in a research note that renewed geopolitical tensions—US–Iran escalation and Iran’s Monday announcement it closed the Strait of Hormuz—should lift oil prices, revive inflation and raise rate expectations, making this the primary driver of higher 10-year U.S. Treasury yields. Fed Chair KEVIN WARSH is due to testify at Congress’s semiannual monetary policy hearing this week; the firm expects his remarks to skew hawkish and signal a stronger focus on inflation control, which would push up real rates. Partially offsetting factors include an overall June decline in oil and an expected drop in June U.S. CPI versus May, which should limit the magnitude of the yield rise. Net: with geopolitical shock plus hawkish central-bank guidance, the central tendency of the 10-year UST yield is most likely to move higher.