標普500信息技術板塊創兩週新高，最新上漲2.2%。

RIA reported Russia used drones to strike seven Ukrainian cargo ships at Mykolaiv port and in the Black Sea.

Mona Yacoubian, director of the Middle East program at the Center for Strategic and International Studies, said repeated instances in which the Trump administration escalated threats but then held fire have led Iran to conclude it holds the upper hand in the confrontation. She identified a recurring pattern—military escalation, announced but unrealized diplomatic breakthroughs, then a return to threats—that reinforces Tehran’s perception. Yacoubian added the latest U.S. strike was likely delayed after Gulf allies warned further escalation could prompt Iran to target regional infrastructure and energy assets.