美國聯邦航空管理局（FAA）局長：目前尚不清楚紐約地區機場的停飛禁令何時能夠解除。

CITIC Securities says T-Chain is advancing factory audits and ramping to mass production, with multiple suppliers reporting positive feedback; monitor major-customer product launches and mass-production progress as potential sector catalysts. Robot body manufacturers, which sell directly to end users, occupy higher-value positions in the value chain. Robotics firms are building multi-dimensional capabilities — "brain", "cerebellum", "body" — and expanding industrial and commercial deployments; shipments are scaling and application scope should broaden as robots generalize. The report calls physical AI the next wave and robots one of its prime physical carriers. Domestic and international catalysts are expected to persist; the firm recommends concentrating on premium segments of the value chain.

Gulf states are calling to restart relations with Iran after the conflict exposed their vulnerability to Iranian attacks and weakened US credibility. At a UN General Assembly event Qatar’s prime minister called the US-Israeli war on Iran a “wake-up call,” saying Gulf states must act collectively and maintain good relations with Tehran. The UAE president’s foreign adviser urged Arab-Iran dialogue and said talks between Tehran and Washington “have not actually made progress.” The comments reflect growing Gulf recognition that, with Washington mired in the conflict, regional states will likely have to manage post-war relations with Tehran themselves.