Tapai Group released its 1H 2026 interim results bulletin: operating revenue 1.742 bln yuan, down 15.3% YoY; net profit attributable to shareholders 219 mln yuan, down 49.6% YoY.

Mitsubishi UFJ analyst Lee Hardman said the AUD was the worst-performing G10 currency overnight despite being the best YTD. Selling in AI-related chip names and renewed doubts about semiconductor technology progress revived risk aversion and pressured the AUD. Bullock’s remarks contained no near-term hawkish signal, further weighing on the currency, though markets still price one rate hike later this year.

惠誉评级：由于美伊战争影响，欧洲宏观信用环境恶化。