South Korea's KOSPI, after approaching a 3% intraday gain, pulled back sharply and is currently up 1.4%.

英国海事运输局：收到了也门霍代达西南30海里处发生一起事件的报告。一艘货船已触发遇险警报，称其正受到不明武装袭击者的袭击。

Huatai Securities says near-term focus should be on Hong Kong names that are deeply oversold, carry heavy short interest and show marginal stabilization or improvement in earnings expectations—notably innovative drugmakers and electric utilities—and on high-dividend defensive banks. Innovative-drug fundamentals are still improving; global style rebalancing has triggered catch-up moves and short-covering may continue. Prioritise CXO names with positive guidance and leading drugmakers with strong BD potential. For the AI hardware chain, further near-term increases offer limited risk/reward; the next critical window is the US July earnings season, so adjust exposure according to unrealized gains. AI software is more a source of stock-specific alpha tied to model leadership. On a medium-term view, maintain a balanced allocation between sectors showing accelerating demand and undervalued reversal candidates.