Axios reported on the 29th that after US and Saudi airstrikes on Iraqi Shia militias, Saudi Defense Minister Khalid bin Salman told Vice President Vance in Washington that Crown Prince Mohammed bin Salman intends to ease tensions with Iran. Khalid said attacks by Iraq’s Iran-aligned militias on Saudi infrastructure and energy facilities had crossed a red line and that Saudi must respond. He added Saudi has the capability to handle Yemen’s Houthi movement and currently does not require US involve

美國總統特朗普：（關於伊朗）已獲悉在埃及發生的事件。

Since July, sharp overseas market weakness and imported shocks have increased volatility in A-shares. A recent rumor of a domestic lithography-machine R&D breakthrough sent ASML shares lower and pushed related A-share sectors higher. Market moves suggest greater supply-chain autonomy is reducing A-shares' sensitivity to external shocks and helping form a defensive moat. China has a near-complete industrial system, a large engineering workforce and deep end-market demand; domestic substitution is shifting from single-point wins toward coordinated full-chain progress. Continued industrial-chain improvement should raise listed companies' long-term growth value and resilience to external risk. Investors should temper valuation assumptions for “industrial-chain security”: the direction is clear, but the process may be uneven.