中韓半導體ETF(513310)跌超5%，成交額超30億元。

Federal Reserve Vice Chair JEFFERSON said: monetary policy cannot address first‑round effects; what we can do is ensure they do not translate into second‑round effects, such as affecting inf expectations.

UOB economists said in a report that despite the government’s recently announced fiscal package, growth headwinds remain in Thailand. Domestic demand is still uneven, and the risk of an energy shock is weighing on consumer confidence and employment. The new co-payment program, designed to ease living costs and stimulate local economies, should be viewed as a targeted fiscal shock absorber rather than a conventional demand-boosting stimulus. UOB maintains forecasts for Thailand GDP growth of 1.5% in 2026 and 2.4% in 2027, compared with a 2.4% increase recorded in 2025.