Ukrainian President Zelenskiy said Ukraine's top priority at the summit is new air-defense systems and missiles.

CITIC Securities says market style is entering a phase test and capital flows may produce a 'high-to-low' rotation. It flags the consumer sector as underweight, lowly valued, relatively high-yielding and sensitive to potential policy support, making sector rebalancing attractive. Recommended allocation themes: supply-side reversal in agriculture (livestock), structurally expanding service consumption, valuation-driven defensive staples, and new consumption as a long-term structural opportunity.

英国央行行长贝利：股票估值的扩大似乎不仅限于人工智能乐观情绪。股市面临剧烈调整的风险依然很高。