Night session opened: China’s main futures contracts mixed. SC crude up about 3%; low‑sulfur fuel oil (LU), asphalt, fuel oil and propylene rose more than 2%; LPG and ethylene glycol (EG) up about 2%; plastics up over 1%. On the downside, Shanghai silver, coking coal and Shanghai gold fell more than 1%; coke and soda ash down roughly 1%.

当地政府：俄罗斯伏尔加格勒地区能源设施在无人机袭击后起火。

South Korea stocks rebounded on Friday as large tech capex plans rekindled AI-driven buying. The benchmark KOSPI rose as much as 14% intraday, its largest single-day intraday gain on record. SK Hynix surged up to 28% after SK Group chairman Choi Tae-won made an unusual direct share purchase; Samsung Electronics climbed as much as 26%. The KOSPI had fallen 17% over the prior three sessions amid concerns about rising leverage at major global tech firms. The AI-led rally, which accelerated after leveraged products launched in May, has become highly volatile. NH Investment & Securities head of Korea cash equities Shawn Oh said recent AI tech sell-offs driven by deleveraging, risk reduction, liquidations and other liquidity factors may be stabilizing. Japan’s Nikkei 225 also gained around 4% in early trade, breaking above 64,000.