By the 23:00 local close, China's most-active futures contracts were mostly higher: coking coal up nearly 2%; coke and soybean oil rose more than 1%; propylene, rebar, iron ore and glass gained about 1%. On the downside, fuel oil, pulp, soybean No.1 and ethylene glycol (EG) fell over 1%; asphalt declined about 1%.

NVIDIA (NVDA.O) CFO said growth from non-hyperscale cloud customers is expected to account for about half of its data-center business.

BofA reaffirmed NVIDIA (NVDA.O) as its top pick, maintaining a Buy rating and $350 price target. The bank forecasts FY2028 revenue growth of roughly 70%, well above a 45% market consensus, and says demand still exceeds supply. BofA raised EPS estimates citing a faster ramp of Rubin chips, rising AI revenue per GW, and durable long-term demand. Main downside risk is gross-margin pressure from higher memory costs, which could push margins down to about 72–73%.