U.S. Treasury Secretary Bessent said reports he might be appointed as Trump’s AI czar are likely fake news.

英國財政大臣希利：今天與美國財長貝森特進行通話，討論瞭如何加大對伊朗的施壓力度，以及如何共同努力推動兩國經濟增長。

A-share property sector continued to rally, with multiple stocks hitting daily limits, supported by low valuations and rumors of a nationwide mortgage interest subsidy. Market chatter put fiscal subsidy at 20–50bp plus local subsidy 20–50bp, up to 100bp total, which could push first-home mortgage rates toward about 2%. Separate rumors said a 100 billion yuan program with a 20bp subsidy for first-home loans may be announced soon. Several sell-side property analysts said a nationwide subsidy is unlikely; one analyst said, "At the national level, extending loan terms is roughly equivalent to a subsidy or rate cut in reducing interest costs."