巴西央行：2026年第一季度经济活动增长强劲。

JP Morgan raised its bull-case target for South Korea's Kospi index to 15,000 and lifted its base and bear targets to 12,500 and 8,000 respectively, implying roughly 77% upside from Wednesday's close of 8,471.02. The bank keeps its highest overweight on Korean equities and recommends buying on dips, citing a constructive view on AI, stronger earnings at related hardware names, and further room for retail inflows.

港股芯片股震荡走高，兆易创新(03986.HK)涨超9%，天数智芯(09903.HK)涨超8%，澜起科技(06809.HK)涨超6%，中芯国际(00981.HK)涨超3%。