韓國總統李在明：必須優先保障芯片集羣的電力和水力供應。

A senior U.S. official said Trump will discuss with Ukrainian President Zelenskiy how to end the war.

CITIC Securities says gold prices and gold stocks have been sharply oversold since the US–Iran conflict; gold equities now carry a wide margin of safety on PE and resource-based valuation metrics. It forecasts gold at USD 4,000–4,500/oz in Q3 2026; if market rate‑hike expectations are fully repriced, gold could return to USD 4,500–5,000/oz. The firm expects the gold sector to benefit from a simultaneous recovery in earnings and valuations and recommends broad allocation to the sector.