美國總統特朗普將於週一下午（北京時間次日凌晨）3:30簽署行政命令。

U.S. Vice President Vance, at talks in Switzerland, said negotiations with Iran have made "significant" progress in recent hours and more gains are expected within hours. He said both sides now see "a shared future"; President Trump has urged a "new page" in relations with the Iranian people and has authorized pursuit of diplomatic solutions on a range of issues, though Vance questioned whether this can permanently reshape the Middle East balance. Saudi media reported Vance announced the Strait of Hormuz has been opened and that further steps are expected. Vance said substantial progress has been made toward a Lebanese ceasefire in recent days, while warning such pauses are often "messy"; Trump remains committed to a comprehensive regional ceasefire.

CITIC Securities forecasts robust semiconductor-equipment demand driven by large downstream customers’ capex guidance and expansion plans. It projects the global wafer fab equipment (WFE) market will expand 26% YoY in 2026 to $147.8bn and 35% YoY in 2027 to $199.5bn, with memory’s share increasing. As capacity is brought online and new product cycles roll out, equipment makers’ pricing power may improve. The report advises monitoring equipment suppliers exposed to memory and capex-led spending.