據韓聯社：一家韓國政府智庫週一表示，儘管中東地區的不確定性可能加劇通脹壓力，但韓國經濟在芯片相關產業強勁表現方面已顯示出“更廣泛的改善”跡象。

Iran believes it can outlast the US in negotiations to reopen the Strait of Hormuz, citing strong internal backing for talks and patience over unmet commitments on frozen assets and maritime restrictions. President Pezeshkian told negotiators 12 of 13 national security council members support negotiations, exceeding the threshold set by Supreme Leader Mujtaba Khamenei. Parliamentary speaker Ghalibaf has expressed frustration at what Tehran describes as US flip‑flopping — "raising issues, then withdrawing them" — delaying delivery on asset unfreezing and easing of sea blockades. Iran says it is less time‑pressured than Washington, pointing to US midterm election, oil price and inflation pressures, and called the standoff a "cat‑and‑mouse game" to see who blinks first. Tehran is using talks with Oman to signal goodwill while pressing Washington to make the first move.

China's A-share technology sector, after a month-long pullback, stabilized last week and recorded four consecutive gains. On Aug. 7 PCB and memory-chip sub-sectors led the rebound: Wind's optical-communications concept index rose 3.21% and the Guozheng storage chip industry index rose 4.12%; both are up roughly 20% over the past four trading days. The sector bounce pushed heavily weighted tech mutual funds sharply higher—Wind data show nearly 160 funds gained more than 20% in that four‑day span, with two funds up over 30%, reflecting rapid short‑term NAV recovery.