國際貨幣基金組織：如果出現更多衝突持續的局面，到2027年，亞洲的經濟增長可能累計下降1至2個百分點。

市場消息：美國共和黨參議員在信中敦促美國商務部長盧特尼加強美國芯片供應。美光、三星、SK海力士在信件中被提及。

China's better-than-expected macro data so far this year implies little urgency for significant policy stimulus in the near-term, say Goldman Sachs economists in a research note. China's strong first-quarter gross domestic product growth beat consensus and GS's forecast. The GS economists hold low expectations for stimulus at the Politburo meeting later this month. The bank maintains its real gross domestic product growth forecasts for 2026 and 2027 at 4.7% each.