Hong Kong semiconductor stocks recovered in the afternoon. Semiconductor Manufacturing International Corp. (SMIC, 00981.HK) extended gains, up more than 6%; 02577.HK rose over 3%, while 02676.HK and GigaDevice Semiconductor (03986.HK) also advanced.

Axios, citing five people, reported Kushner plans to visit Israel next week to discuss Gaza — his first trip since January. The visit coincides with the White House and Trump’s peace committee pushing a next-phase Gaza plan focused on disarming Hamas and a possible Israeli withdrawal. The Netanyahu government is highly skeptical of the U.S. plan and the upcoming October election has heightened political sensitivity. A U.S. official said, "We are aligned on strategic goals but Israel has expressed some concerns; we want to talk to ensure coordination." The official added the visit date could change. Kushner may also meet leaders of other regional states involved in Gaza. The trip indicates the White House does not want the Israeli election to block the next phase; Netanyahu is reluctant to make concessions that could damage his political standing but also seeks to avoid a clash with Trump before the vote.

韓國KOSPI指數本週上漲11.5%，結束了連續七週的下跌趨勢。