【今日重點關注的財經數據與事件：2026年6月8日 週一】 ① 15:00 瑞士5月消費者信心指數 ② 16:30 歐元區6月Sentix投資者信心指數 ③ 23:00 美國5月紐約聯儲1年通脹預期

Goldman Sachs Asia chief equity strategist Mu Tianhui said Korean stocks should rebound after a sell-off that triggered a market circuit breaker. The KOSPI plunged as much as 8.8% on Monday, leading Asian tech stocks lower; the drop followed an AI-driven rally and concentrated, leveraged buying in a few semiconductor and tech names. Mu said rising retail speculation — notably purchases of leveraged ETFs — and forced liquidations of piled-up positions amplified the decline. Goldman last week raised its Korea and Taiwan market forecasts on expectations that the AI cycle will drive profit growth; Mu said fundamentals remain strong, valuations are reasonable, and earnings upside should continue to support gains.

Iranian media reported the Supreme National Security Council is holding an emergency meeting to discuss an Israeli airstrike in the southern suburbs of Beirut.