凯瑞德盘中跌停，上演“天地板”，成交额超4.7亿元。

On the 5th (local time) the public farewell and mourning for the late Supreme Leader Khamenei entered its second day in Tehran. Around 0800 local time thousands gathered at the Imam Khomeini Mosque for funeral prayers for Khamenei and four of his slain relatives. Government and military officials and some foreign delegations attended; IRGC commander Vahidi was present.

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.