Tokyo Electron shares jumped 13% on the Tokyo Stock Exchange.

據伊朗法爾斯通訊社：一艘載有液化天然氣的卡塔爾船隻在伊朗允許下通過霍爾木茲海峽的指定航線。

Goldman Sachs says Asia-focused fundamental long-short equity hedge funds are suffering the largest single-month drawdown on record after a broad selloff in AI-theme stocks erased most concentrated gains. As of July 28, these funds averaged an 18.6% decline month-to-date. They had been among the best-performing funds in 1H after early bets on AI hardware leaders SK Hynix and Samsung Electronics, with some funds posting gains above 100%. Since a July 22 peak when year-to-date returns reached about 40%, the group has given back roughly 21 percentage points. Goldman says crowded AI trades that drove the 1H rally are the primary cause of this month’s unusually large losses; funds with greater AI exposure suffered larger declines. Facing the volatility, managers have been taking profits and cutting risk: as of July 27, Asian hedge funds reduced exposure for eight consecutive trading days, with the five-day cumulative exposure cut hitting a record high.