港股开盘，恒生指数开涨0.92%，恒生科技指数开涨1.03%；人工智能、有色金属、PCB等板块涨幅居前。

Nomura said rising US and European yields and credit‑risk concerns have materially reduced bond investors' risk tolerance. Investors remain willing to bet on higher JGB yields but are cautious about positioning for lower yields or buying duration. After meetings with North American investors Nomura flagged three priorities: the BOJ's terminal rate level, the pace of further tightening, and the risk of Japanese investor fund repatriation; it warned that "if US and European credit concerns deteriorate further, one must also consider the risk that global rate‑hike expectations could temporarily recede."

People's Daily said China and the EU should act as stabilising, balancing trade partners. Beijing said differences exist but can be managed by mutual respect, equality and addressing each other's legitimate concerns, and that dialogue and consultation are the preferred tools to control frictions. China said it is willing to work with the EU, within WTO rules and while taking account of each side's core interests, to resolve disputes, expand cooperation and help safeguard global growth and supply‑chain stability.