烏克蘭總統澤連斯基：與特朗普會議很成功，普就“愛國者”導彈生產許可進行了討論。

瑞銀集團：將$伯克希爾哈撒韋目標價從570美元上調至585美元。

CITIC Securities says the electronics sector has corrected sharply since July and valuations have fallen materially while industry fundamentals remain intact. Key drivers include stronger semiconductor-equipment order visibility, accelerating domestic compute orders and supply‑chain restocking, AI‑server demand lifting PCB and AI power‑supply cycles, and a clearer memory-price uptrend; supply‑chain opportunities are also spreading into consumer electronics. The report adds the selloff has pushed some quality names into valuation troughs, creating scope for earnings delivery and valuation re-rating.