In Moscow on the 5th, Russian Foreign Ministry spokeswoman Zakharova said recent Russia‑US exchanges on the bilateral agenda — including discussions between Foreign Minister Lavrov and US Secretary of State Rubio via multilateral platforms such as the UN and G20 — produced no substantive progress. She said talks with Japan can only resume once Japanese authorities abandon their anti‑Russia line.

港股鋰電池板塊午後震盪走弱，寧德時代(03750.HK)跌超5%，天齊鋰業(09696.HK)跌超4%，贛鋒鋰業(01772.HK)、中創新航(03931.HK)等跟跌。

Saxo Markets chief investment strategist Charu Chanana says Asian markets are particularly vulnerable in the latest AI-led sell-off. She cites a partial market reappraisal of future US infrastructure demand and overly concentrated investor positions in AI beneficiaries. South Korea and Taiwan are heavily exposed to the global AI hardware cycle, notably logic and memory chips; Japan’s exposure is concentrated in semiconductor equipment makers and industrial suppliers. Chanana says crowded positioning has amplified the shock and the speed and breadth of the sell-off point to ongoing deleveraging and a potential for forced liquidations.