SK集團表示，其董事長已於週三與臺積電(TSM.N)首席執行官會面，重點討論加強在高帶寬內存（HBM）開發與下一代先進封裝領域的合作。

嘉實黃金LOF：將繼續暫停申購（含定期定額投資）業務。

Huatai Securities says multiple meteorological agencies now forecast an El Niño in 2026 that could produce east-wet/west-dry extremes and disrupt bulk agricultural supplies. Drought in India and Thailand, export restrictions and Brazil’s sugar-to-ethanol diversion are expected to shift global sugar supply-demand from surplus toward a modest deficit, increasing upside risk to sugar prices. Severe drought would also hit palm oil and natural rubber—both highly concentrated in Southeast Asia—with historical strong-El Niño episodes showing pronounced upward price elasticity. Soybeans and corn are expected to see only marginal impacts. Huatai recommends monitoring sugar, natural rubber and palm oil supply chains.