以色列總理內塔尼亞胡：只要我還是總理，加沙或西岸就不會存在巴勒斯坦國。

Ali Akbar Dareini, researcher at Iran’s Center for Strategic Studies, said Iran and Oman are close to an agreement on future management of the Strait of Hormuz, but US pressure on Oman to align with Washington remains the main obstacle. Dareini said Iran views future control of the strait as vital to its national security. He added that in recent months the US struck Iran, which Tehran says were launched from bases in the region, and described the Iran–Oman talks as a diplomatic opening for Washington to acknowledge Iran and Oman as the決ers of the strait’s future. He said the Strait of Hormuz cannot return to its pre-conflict state and that regional geopolitics have changed.

CITIC Securities says the Hang Seng Composite Index has seen an earnings-expectations reversal over the past month; interim results beats and positive profit guidance have driven upward revisions to full-year earnings. The Hang Seng TECH index is lagging, hit by divergent passenger-car profitability and higher capex at leading internet platforms that compress near-term margins. Sector outlook: upgrades for healthcare (CXO and large-cap pharma), financials (broker asset management and insurers), utilities and cyclical transport; downgrades for consumer, property and information technology. Flow pattern is two-pronged: capital rotating into oversold low-base sectors while momentum trades target names with strong earnings trajectories. Against a dense earnings calendar and global macro volatility, the firm favors a dividend-defense plus growth-optionalilty barbell: defensive allocation to high-dividend, low-beta, bond-like stocks; offensive exposure to internet giants, robotics and biotech benefiting from two-way capital flows, and tech hardware/AI applications, with selective positions in innovative drugs and industrial metals for near-term catalysts.