BOC Senior Deputy Governor Carolyn Rogers said multiple vulnerabilities emerging simultaneously could interact and amplify each other's impact.

Goldman Sachs said in a report it cut Kuaishou (01024.HK) PT by 5.4%, to HK$60 from HK$74, and maintained a "Buy" rating. The bank lowered its revenue forecasts for 2026–2028 by 2%–0% and trimmed 2026–2028 net profit estimates by 4%–7% to reflect the company’s additional AI-related investments. Kuaishou’s reported Q1 2026 results were broadly in line with expectations: core advertising revenue rose 9% YoY, but operating profit fell 15%, weighed by AI investment and other factors. A highlight was Kuaishou unit Keling, whose annual recurring revenue (ARR) as of end-March approached US$500 mln and which sustained growth momentum into Q2 2026. Goldman said Kuaishou, as a stable, steadily growing major video platform, has buybacks/dividends totaling close to 4%, which should support the current share price; Keling’s ARR surge and any potential spin-off could alter Kuaishou’s overall strategic trajectory.

韩国KOSPI指数盘初快速走低，跌破8100点，日内跌1.63%。