CFTC data: speculator JPY long open interest on CME currency futures was 178,791 contracts as of the 8th, the highest since December 2025 (nine-month high), up 61,600 contracts week-on-week (+53%). Speculative yen buying has surged on the CME; such positions often reverse quickly, posing a constraint on further yen appreciation and dollar weakness. Rising oil prices and firmer US rate-hike expectations have also begun to sap the yen-buy/dollar-sell momentum.

Musk said he was fully confident SpaceX would deploy NVIDIA's VR NLV72 AI computer in space next year.

Shanghai Composite rose 0.16% at midday; Shenzhen Composite fell 0.25% and the ChiNext Index slipped 0.47%. Lab-grown diamond names led gains—Huanghe Whirlwind and peers hit daily limits. Network security stocks were active; Zhongxin Saike recorded a third consecutive daily limit-up. CRO sector advanced, with Wanbang Pharma at the daily limit. MLCC, consumer electronics, minor metals, passenger vehicle and semiconductor sectors outperformed, while grain, defense/military, coal and education underperformed. Roughly 3,600 stocks were higher and half-day turnover exceeded 1.1 trillion yuan.