日本财务大臣片山皋月：总的来说，日元被低估是一个问题，这是日本和美国共同的看法。

A股光纤概念股震荡上扬，杭电股份涨停，鸿日达涨超10%，久之洋、宇特光电、锐科激光、魅视科技、通鼎互联等个股跟涨。

Pantheon Macroeconomics chief markets economist Jonas Goltermann said in a note that US equities are showing increasing end‑of‑cycle signals and he expects a more sustained pullback over roughly the next year, accompanied by a decline in US Treasury yields. He added that despite two recent high inflation prints, market concern over the sustainability of the AI‑driven rally has eclipsed the inflation data. Goltermann noted this week’s simultaneous sharp falls in US stocks and Treasury yields—the first such move since the US‑Iran conflict began—matches the market pattern that can emerge when an AI boom starts to reverse.