London Metal Exchange (LME) stocks fell: zinc down 600 tonnes, copper down 2,500 tonnes, lead down 1,025 tonnes, nickel down 6 tonnes, aluminium down 425 tonnes, tin down 75 tonnes.

State Street APAC economist Krishna Bhimavarapu said stronger economic resilience and rising inflation suggest several central banks may be entering a synchronized tightening cycle. He said the Bank of Japan appears ready to lift its policy rate toward the psychological 1.0% mark and could signal a second hike this year. The Reserve Bank of Australia looks likely to pause as growth and labour‑market momentum weaken, but persistent inflation leaves scope for at least one more move later in the year. Bhimavarapu expects the Federal Reserve to shift toward a more hawkish stance by the end of this week.

A股電子化學品板塊震盪拉昇，光華科技封板漲停，天承科技、方邦股份漲超15%，同宇新材漲超10%，宏昌電子、國瓷材料、三孚新科、奧來德、天通股份跟漲。