美元兌日元USD/JPY短線下挫近十點，現報161.66。

A股OLED概念短線拉昇，新相微、鵬程新材、雅克科技等多股漲停漲停，精測電子漲超18%，探路者漲超13%。

Multiple private fund managers said they received notices from cooperating brokerages overnight instructing them to suspend additions to managers' cross-border TRS (total return swap) exposure. TRS lets funds capture returns on overseas assets without moving principal offshore. The move follows a May CSRC-led, eight-agency implementation plan targeting illegal cross-border securities and futures fund operations and recent enforcement actions against brokers including Tiger Brokers, Futu Holdings and Longbridge Securities. After a strong run in global tech this year, many private funds had been using cross-border TRS to increase overseas tech exposure; the notice halts new TRS scale increases.