伊拉克部长会见土耳其能源部长，讨论石油和天然气合作。

US and South Korean memory and chipmaker stocks, long outperformers, have sharply reversed; many major names are in bear market, down over 20% from recent highs as of Wednesday close. Reasons: Samsung reported record profit and stronger guidance but shares were sold off as investors fretted that AI infrastructure spending may be excessive. Geopolitical risk rose after Trump suspended a US‑Iran memorandum, adding anxiety around AI trades; if conflict persists and inflation worries return, AI‑exposed stocks could see further downside. Sector rotation also pressures the group: with hyperscalers’ returns lagging chipmakers, strategists including Morgan Stanley CIO Mike Wilson had forecast a chip pullback and now expect funds to flow back into hyperscalers, which look relatively cheap as chip stocks near prior highs.

总部位于德黑兰的中东战略研究中心高级研究员阿巴斯·阿斯拉尼（Abas Aslani）表示，尽管伊朗对其海湾邻国领土发动了一系列袭击，但该国仍在寻求修复与这些国家的关系。他表示：“伊朗采取的行动与战前如出一辙，即通过外交谈判及相关渠道，力求达成协商解决方案。”他补充道：“美国和西方存在一种误读和偏见，即每当伊朗表现出某种灵活性时，便将其解读为软弱的信号。”这种态势“可能会产生诱导效应，甚至被视为招致针对伊朗进一步袭击的‘红地毯’”。阿斯拉尼指出，尽管局势升级，但伊朗一直试图限制其针对美国行动所作回应的范围与规模。“伊朗官员与该地区各国同行进行了一些旨在修复关系的磋商。以色列和美国对此并不乐见，因为它们正试图在伊朗与其邻国之间制造分裂。”