Axios reports Prime Minister Netanyahu phoned President Trump ahead of the NATO summit, urging the US to rein in President Erdogan and to block military sales to Turkey, including F-35 jets and associated engines, on grounds that upgraded Turkish air capabilities could shift the regional military balance. Trump received the request but it is unclear whether he will press Erdogan; US officials are weighing whether to resume F-35 deliveries while Turkey still operates Russian S-400 air defenses.

科創50指數V型反彈，再度轉漲，成分股中，華虹宏力、盛科通信、海光信息漲超6%。

Weakening commodity prices and a surge in imports tied to data-centre construction have narrowed Australia’s goods trade surplus and could produce the first annual trade deficit since 2016. Fuel and equipment imports have jumped while exports have stalled; the government forecasts major commodity export receipts will rise only 3% in the current fiscal year. After years of mining-driven export gains, softer commodity prices are expected to weigh on export income. A return to deficit would likely pressure the AUD and tighten fiscal space.