伊朗外交部发言人：伊朗代表团在就落实谅解备忘录机制等各项条款举行了密集磋商后，正启程回国。

Lowy Institute survey: Australian public trust in the United States falls to a record low.

CITIC Securities forecasts robust semiconductor-equipment demand driven by large downstream customers’ capex guidance and expansion plans. It projects the global wafer fab equipment (WFE) market will expand 26% YoY in 2026 to $147.8bn and 35% YoY in 2027 to $199.5bn, with memory’s share increasing. As capacity is brought online and new product cycles roll out, equipment makers’ pricing power may improve. The report advises monitoring equipment suppliers exposed to memory and capex-led spending.