China A-share private hospitals sector surged in afternoon trade; Aoyang Health hit the daily trading limit, while Guangzheng Ophthalmology, Purui Ophthalmology, International Medical, Meinian Health and Heshi Ophthalmology also advanced.

IRNA reports a Yemeni military source said Saudi-backed fighters attempted an attack on Dhi Na'im in Bayda province, northeast of Sanaa, but suffered heavy losses.

Goldman Sachs sharply raised its global optical module market forecast, now projecting market size at about $67.7bn in 2026, $131.4bn in 2027 and $148.5bn in 2028—up 33%, 81% and 115% versus its prior outlook. Goldman says the revision reflects not just higher AI server counts but a structural shift to higher-speed networking in AI server architectures and a rising optical-module count per GPU/ASIC, driving rapid demand growth for 800G, 1.6T and 3.2T modules.