美聯儲主席沃什：沒有人希望美聯儲的資產負債表變得更小。

伊朗議會議長卡利巴夫：電視媒體強調對黎巴嫩的襲擊沒有問題，但也應說明此前戰爭的情況，以及伊朗已付出超過4000名烈士的代價。

Huatai Securities said South Korea's $1.3 trillion semiconductor strategy equals roughly 7.8x TSMC's $165 billion Arizona investment and could materially alter global industry competition and supply-demand dynamics. Under strong AI-driven demand, expansion of advanced nodes, HBM and advanced packaging capacity should sustain incremental equipment demand; semiconductor equipment vendors may receive long-term structural tailwinds from this decade-spanning investment cycle. Relevant overseas beneficiaries include leaders in lithography, deposition and etch, and coat/develop equipment, plus firms with high memory revenue exposure. Chinese beneficiaries noted include cleaning-equipment and thermal-processing suppliers with operations in South Korea.