伊朗外交部發言人：伊朗當前的優先事項是跟進諒解備忘錄的落實情況。

Politico reports pro-Trump groups are preparing to urge the U.S. Federal Communications Commission (FCC) to revoke Disney's broadcast TV license (DIS.N). The effort would extend FCC Chair Brendan Carr's pattern of taking punitive action against media outlets viewed as critical of Trump.

Nomura says recent capex by Han's Laser and Hoshine Silicon indicates accelerating optical-fiber capacity expansion driven by AI data-center buildout. The preform market retains high technical barriers and is currently led by Corning, Fujikura and Yangtze Optical Fibre and Cable, so Nomura expects supply constraints to persist short term, supporting elevated spot prices and helping Yangtze expand margins via greater AI data-center exposure. However, if new entrants successfully develop high-end products (hollow-core and multi-core fiber) and execute planned capacity additions, competition could intensify and pressure margin expansion for incumbent producers. Nomura keeps a BUY on Yangtze Optical Fibre and Cable (06869.HK) with a HK$266 target, based on FY2027 EPS of RMB9.75 and a 23.7x forward P/E.