港股存储概念午后下挫，南方两倍做多海力士(07709.HK)跌超3%，此前早盘涨超14%；同时，SK海力士尾盘转跌，早盘一度涨超9%。

JP Morgan strategists say they are staying on the sidelines before taking outright duration in the US short end, citing short-term yields near recent highs, a Fed blackout period and key jobs data still weeks away; they continue to advise patience and do not recommend establishing duration at current levels. The two-year Treasury yield briefly fell 0.8bps intraday to 4.252%, near the multi-month high of 4.298% hit on July 14.

COMEX copper rose 3% to $6.534 per lb, its highest level since June 17.