据日经新闻：软银计划发行63亿美元零售债券。

Tianfu Communication reported H1 2026 revenue RMB 2.828 bln, up 15.15% YoY, and net profit attributable to shareholders RMB 1.204 bln, up 33.92% YoY. Management attributed the profit uplift to accelerated global AI adoption and ongoing global data center and AI supercomputing buildouts, which have sustained demand for high‑speed optical components. The company proposed a cash dividend of RMB 5 per 10 shares (tax included).

An LME measure of near-term supply tightness surged as copper resumed sharp volatility. The LME one-day contract traded at a $75/tonne premium to the next-day contract, the widest since January when the spread hit $100/tonne amid record LME benchmark prices. The tightness largely reflected traders rerouting several hundred thousand tonnes of copper to the United States ahead of a Trump administration decision on import tariffs. Tom/next spreads widened sharply on Tuesday, signalling short-position pressure ahead of the LME August contract expiry on Wednesday. At one point on Monday spot copper traded $545/tonne above three-month futures.