也門消息人士：胡塞武裝向馬裏卜發射5枚導彈，其中3枚落在“薩赫恩·金”軍營內。

CITIC Securities research note: The recent correction in China’s AI core names, in both magnitude and duration, now parallels the new‑energy core pullback from late‑2021 to April‑2022. The first round of hardware valuation re‑rating amid a downshift in the super‑cycle’s acceleration (second derivative) appears close to completion. For long‑term investors focused on AI’s growth rate (first derivative) rather than its acceleration, the current adjustment is insufficient to alter the trend. Memory prices, GPU rental rates and CSPs’ (cloud service providers’) profit margins are the key variables to watch for direction of underlying AI demand.

Israeli Prime Minister Netanyahu praised President Trump’s approach to Iran and warned Tehran’s nuclear ambitions and bid to dominate the Middle East — including control of key waterways and oil supplies — pose a direct threat to the United States. He described Hamas, Hezbollah and Yemen’s Houthi rebels as extensions of Iranian leadership and called for sustained military and economic pressure on Tehran. Netanyahu said he met Trump at Mar-a-Lago before the last US presidential election and that Trump had already recognised the Iranian nuclear threat as extending beyond Israel. "By then, every American city, every city, would be held hostage by these fanatics," he said.