巴基斯坦總統警告稱，伊斯蘭堡的剋制是有限度的，並敦促阿富汗塔利班重新審視其政策。

Hang Seng Index +0.17% at midday; Hang Seng Tech -0.55%. Stablecoin-related names led gains: Yunfeng Financial (00376.HK) up >7%, Jinyong Investment (01328.HK) up >3%. Mainland brokerages outperformed: Guotai Haitong (02611.HK) up >3%, China Galaxy (06881.HK) up >2%. Biotech recovery: Fuhong Hanlin (02696.HK) up >4%. Other relative winners included major internet names, power, AI application plays, domestic banks, environmental and logistics stocks. Decliners concentrated in optical communications — Cambridge Technology (06166.HK) down >8%, Huiju Technology (01729.HK) down >5% — alongside weakness in memory, PCB, new-consumer and NEV-related stocks.

市場消息：波蘭預計將在週四與國際能源署達成燃料庫存釋放協議。