U.S. semiconductor stocks extended gains in pre-market trading: Marvell up 4.3%, Qualcomm up 2.8%, TSMC up 1.8%; NVIDIA up 1.1%, AMD up 2.8%, Broadcom up 2.5%; Micron up 4.2%, Arm up 4.3%, Applied Materials up 4.2%.

市場消息：力拓Oyu Tolgoi銅精礦發運週三因道路封鎖中斷。

Spot gold fell on Thursday as the dollar strengthened after the Federal Reserve signalled a hawkish tilt; the dollar index rose. The Fed left rates unchanged on Wednesday but policymakers pencilled in further hikes later this year as inf remains above target. Fed chair KEVIN WARSH said he will convene working groups to review central bank operations. Market strategist Han Tan said a hawkish Fed makes spot gold likelier to slip below $4,000/oz than to regain $5,000/oz in H2 2026 and warned that a revamp of Fed communications could amplify gold’s reactions to US data. ANZ noted weak investment demand — ETF outflows and lower holdings — though Chinese physical buying and central bank purchases are providing support.