歐盟委員會：批准61億歐元用於援助烏克蘭國防。

CSC Financial says A-share margin financing and ETF flows are offsetting; deleveraging remains incomplete but volatility is narrowing. Earlier bottom-fishing funds facing losses may cap the slope of any rebound. 10-year UST around 4.7% reflects both implied inflation and AI-driven debt issuance lifting the long end. The US Treasury’s stepped-up buyback/repo activity signals policy reluctance to let tighter financial conditions hurt AI investment and the broader economy, leaving rate pressure on equities relatively contained. Strategically, rebounds have visible floors and ceilings: policy backstops are clear but fresh incremental funding has not coalesced, so market action is characterized by stock-level, not index-wide, rotation; a sustained index breakout will require stronger catalysts. Tactical allocation should balance cyclical and defensive exposures while awaiting a tech-sector clearing. Sector focus: AI (upstream materials/equipment, domestic compute), innovative drugs, nonferrous metals, machinery, new energy, and dividend plays.

Iran's parliamentary National Security and Foreign Policy Committee spokesman Hassan Kashkavi said on Sunday the committee approved Article 3 of the Strategic Action Plan to Ensure Security and Development of the Strait of Hormuz, authorising charges for maritime services, environmental services, emergency fuel supplies, insurance, security and other services. Fees will be levied on vessels of countries permitted to transit the Strait and payable in rials or other currencies designated by the Islamic Republic of Iran. Kashkavi said littoral states' rights must be respected and that international law, while recognising freedom of navigation, also requires respect for coastal states' security and sovereignty.