A股开盘，沪指开跌0.25%，深证成指开跌0.47%，创业板指开跌0.69%；林业、能源金属、CRO、种植业等板块逆市走强。

BOJ QUARTERLY REPORT: UNDERLYING INFLATION LIKELY TO BE AT LEVEL GENERALLY CONSISTENT WITH 2% TARGET IN SECOND HALF OF FISCAL 2026 AND FISCAL 2027

Philippines Defense Secretary Gilberto Teodoro said China’s actions in the South China Sea and Taiwan Strait are “not surprising,” adding Beijing may exploit a perceived opportunity as the US focuses on the Middle East. He said ASEAN defense ministers agree the bloc needs a common position on the South China Sea, despite differing national approaches. Teodoro also said he will seek ASEAN backing for the Philippines’ UN Security Council bid and supports joint exploration with China only if it renounces its claims.