Odaily星球日报讯 根据 MSX.COM 数据，费城半导体指数跌幅扩大至 5%，半导体板块集体走低。其中迈威尔科技跌超 7%，Arm、英特尔跌近 7%，美光科技跌 5.7%，英伟达跌超 2%。
According to Odaily, with the technical expiration of the 60-day temporary memorandum of understanding between the U.S. and Iran, Iran has announced that the Strait of Hormuz will remain closed until the U.S. meets the relevant conditions, and stated that it has shifted to a "fully offensive" strategic posture. Iran's chief negotiator, Qalibaf, said that the U.S. must lift its blockade of Iranian ports and oil sanctions, release Iran's frozen assets, and completely cease military operations and threats on all fronts; only then will the Strait of Hormuz be reopened. Iranian Foreign Minister Araghchi stated that Iran will persist in fighting until the other side accepts its conditions before agreeing to a ceasefire, adding that "Iran has won both the war and diplomacy." Trump, meanwhile, said that there are currently no negotiations or dialogues underway or scheduled between the U.S. and Iran, that the naval blockade remains fully in effect, and that the Strait of Hormuz is open and functioning normally, with all mines having been removed or detonated. At the same time, Iran is holding bilateral talks with Oman regarding the management of the Strait of Hormuz. According to Iranian media reports, the Iranian military is investigating commercial shipping networks that provide logistical support to U.S. forces, and has warned that companies or vessel managers transporting supplies for U.S. military operations against Iran may face economic, legal, and retaliatory countermeasures.
Odaily Planet Daily News: Arthur Hayes posted on X platform that he will end his retirement and lead @flop_labs. FLOP is "food" for AI agents. The project has no pre-sale, no venture capital participation, and adopts a 100% fair issuance model. Arthur Hayes stated that he hopes to build the currency of the agent economy and achieve wealth growth together with the community. More details will be announced; FLOP is expected to conduct a large-scale airdrop in the fourth quarter, with the genesis block scheduled for release in the first quarter of 2027.
Odaily星球日報訊 根據 MSX.COM 數據，美股光通信板塊集體下跌，Fabrinet 跌超 14%，Coherent、Credo Technology 跌超 7%，邁威爾科技跌超 6%，Lumentum、康寧等跌超 4%。
消息面上，Fabrinet 第四財季營收達 13.16 億美元，同比增長 45%，高於市場預期的約 12.7 億美元，並連續第 12 個季度創收入新高。不過，市場認為其高增長預期已被充分定價，同時公司仍面臨客戶集中及部分產品供應鏈受限等風險。
Odaily星球日报讯 美国总统特朗普表示，与伊朗没有任何谈判或对话正在进行或安排中。海军封锁仍然全面有效。霍尔木兹海峡开放并正常运作。所有水雷已被移除或引爆。
