伊朗外长阿拉格齐：特朗普已承诺美国“将让特拉维夫的宠物们闭嘴”。若他们无视“主人”，伊朗将对其进行“教育”。

Huatai Securities said South Korea's $1.3 trillion semiconductor strategy equals roughly 7.8x TSMC's $165 billion Arizona investment and could materially alter global industry competition and supply-demand dynamics. Under strong AI-driven demand, expansion of advanced nodes, HBM and advanced packaging capacity should sustain incremental equipment demand; semiconductor equipment vendors may receive long-term structural tailwinds from this decade-spanning investment cycle. Relevant overseas beneficiaries include leaders in lithography, deposition and etch, and coat/develop equipment, plus firms with high memory revenue exposure. Chinese beneficiaries noted include cleaning-equipment and thermal-processing suppliers with operations in South Korea.

伊朗外交部发言人：最终协议谈判须以五项条款落实为前提，黎巴嫩停火仍脆弱。