日本40年期国债收益率升至3.920%。

Alibaba Group’s fiscal 4Q quick-commerce losses likely narrowed, according to CGS International analysts. They estimate revenue in the segment rose about 40%, driven by higher order volumes, and expect it could turn profitable by FY2029. Meanwhile, cloud revenue growth likely accelerated on strong demand, though customer-management revenue may have missed estimates as Alibaba increased merchant rebates. CGSI trims FY2026–FY2028 EPS forecasts by 0.2%–2.2%, lowers its target price to HK$175 from HK$180, and maintains an “add” rating.

越南平山炼油厂（Binh Son）：即将与扩建项目主承包商签署合同。扩建项目预计于2028年底完工。今年目标净利润2.2万亿越南盾（8350万美元）。