以色列海法響起警報，黎巴嫩真主黨發動火箭彈襲擊。

EU economy commissioner Valdis Dombrovskis warned that the bloc still faces a “stagflationary shock” of weak growth and higher inflation despite the US–Iran two-week ceasefire easing energy tensions, and said the European Commission is preparing to cut its 2025 growth forecast. Before the conflict, the Commission projected EU growth of 1.4% this year and 1.5% in 2027, with inflation just above 2%. Internal scenarios now show growth could slow by up to 0.4 percentage points if energy prices normalize by end-2026, or by 0.6 points this year and next if normalization is delayed, while inflation could rise by up to 1.5 percentage points in the more severe case. Dombrovskis said uncertainty remains high regarding the Iran conflict’s economic impact and warned fiscal responses must remain temporary and targeted.

A股液冷服務器板塊午後再度拉昇，聖陽股份、大元泵業漲停，勝藍股份、奕東電子、川環科技漲超10%，飛龍股份、博傑股份、新朋股份此前漲停。