港股智谱(02513.HK)总市值重回1万亿港元，现涨超13%。

BofA Global Research raised its year‑end targets for Japanese equities, flagging stronger‑than‑expected AI demand, a higher probability the Strait of Hormuz stays open and improving corporate ROE. It lifted its Nikkei 225 year‑end target to 76,000 from 67,000 and its TOPIX target to 4,400 from 4,200. BofA said ROE gains to date were mainly driven by margin improvement, but as the manufacturing cycle recovers leverage expansion is likely to become the new driver.

RIA reported that Russia's deputy foreign minister said the US is increasingly aligning with its European allies' anti-Russia policies.