創業板指漲超6%，上證指數漲近1%；，半導體產業鏈全線走強，先進封裝、存儲芯片、CPO等概念漲幅居前；創業板指成分股中，國瓷材料20cm漲停，三環集團、長川科技、羅博特科等逾15股漲超10%。

Shipping data show traffic through the Strait of Hormuz declined at the start of the week after a new round of reciprocal strikes between the US and Iran raised caution. Kpler recorded four commodity vessels on Monday versus seven the previous day, predominantly on routes near Iran. Two vessels transited outbound — one carrying petrochemical cargo, one in ballast — and two transited inbound — an asphalt carrier and a tanker. No VLCCs or LNG carriers were observed passing the strait on Monday.

Kremlin says situation is not optimistic after a Ukrainian attack on e-commerce giant WB's warehouse; SMEs have suffered losses.