MSCI：韩国投资者表示，相关问题尚未得到完全解决。韩国市场参与者在恢复的合规制度下继续面临重大运营负担。

Daiwa Securities upgraded Geely Auto (00175.HK) to Buy from Hold and raised its target price to HKD27 from HKD23.7. The broker cites brand up‑marketing and overseas expansion as drivers of earnings. Daiwa lifted its 2026–28 sales forecast by 1.2%, attributing the revision to overseas expansion and strong order momentum for the Zeekr 9X. It also raised 2026–28 average selling price forecasts by 5–6% and lifted gross margin assumptions by 0.3ppt. Overall, Daiwa increased its 2026–28 revenue forecasts by 6–8% and net profit forecasts by 12–16%.

China Southern 2x-long Samsung Electronics (07747) rose over 10%; China Southern 2x-long SK Hynix (07709) rose over 6%.