歐洲央行執委施納貝爾：經濟增長的風險略微傾向於上行。

Iran's equity rally is best read as an asset re-pricing in a high-inflation environment, not a traditional fundamentals-driven bull market. Key market signals to watch: whether TEDPIX can hold above 6,000,000; whether the rial continues to weaken; whether inflation remains near 90%; whether gold/USD keeps rising; and whether real profits at export-oriented petrochemical, steel and mining firms improve. If stocks rise while the rial stabilizes, inflation falls and corporate earnings recover, that would signal a substantive economic rebound. If instead stocks rise alongside a weaker rial, higher gold and inflation stuck near 90%, the rally is likely driven by cash flight and hedging of currency depreciation and inflation rather than underlying economic repair.

China A-share battery sector extended gains; Shandong Weida hit the daily price limit. Liwang, Yuandong, Wuhan Landian, Zhuhai Guanyu, Penghui Energy and Gotion High‑Tech also advanced.