【期货热点追踪】主要消费国节前集中补库，印尼生物柴油新政加剧供给担忧。高价博弈下，棕榈油替代效应还能持续多久？

Spot silver rose 1.00% intraday to $69.64/oz.

Amid cooling investor appetite for AI-driven trading and regulator steps to curb demand, leveraged ETFs linked to Korean chipmakers recorded nearly $1bn of outflows this month. Data compiled by foreign media show leveraged products tracking Samsung Electronics saw $381m of outflows to date, while those tied to SK Hynix lost $601m. This is the first monthly outflow since the products launched in late May. The ETFs aim to deliver twice the daily move of the chipmakers and were blamed for amplifying volatility during July’s global AI sell-off, when the Kospi fell about 22% month-on-month. Korean regulators have raised minimum margin requirements for new investors in these products and mandated a five-day simulated trading period.