The Times reports UK Chancellor Healy will announce plans to raise the national minimum wage by nearly 4% while slowing increases for younger workers.

Iran’s deputy secretary of the Supreme National Security Council, Bagheri, said Iran geographically links Pakistan, Turkey and Saudi Arabia and therefore plays a central role in connecting those separated regions. He said Iran has been the only country to stand against what he described as the Zionist regime’s brutality and US aggression and to secure success. Bagheri added recent events have directly disproved the view that security can be guaranteed by engaging the Zionist regime, and that regional states are now seriously seeking to build lasting security and have reached a consensus that they “must seek lasting security from within the region.”

隨着AI需求激增，日本材料及零部件企業在產能擴張方面仍持謹慎態度，爲中國供應商切入高端市場創造了機會。國瓷材料近期在業績說明會上表示，其用於高端多層陶瓷電容器（MLCC）的關鍵原材料已通過部分客戶認證。MLCC陶瓷介質粉體長期由日本企業主導，中國供應商過去主要集中於低端市場，此次進展意味着國產材料向高端供應鏈邁出重要一步。 日本企業因擔憂需求持續性而保守擴產，可能導致部分市場份額流向中國企業。一旦中國供應商獲得客戶認證，即使未來行業進入下行週期，客戶也可能繼續採購中國材料，使日本企業面臨長期競爭壓力。從投資角度看，相比日本材料和零部件類股票，中國臺灣地區相關股票更具吸引力。（美國Citrini Research半導體分析師Jukan）