At the 02:30 China night-session close, Shanghai gold most-active contract rose 0.80% to 882 yuan/gram; Shanghai silver most-active contract rose 3.43% to 14,578 yuan/kg; Shanghai crude (SC) most-active contract fell 1.17% to 457 yuan/barrel.

英鎊兌美元GBP/USD延續跌勢，下跌0.3%，創下新日低1.3215。

BlackRock’s research arm, in its mid-2026 Global Investment Outlook, cut its 6–12 month rating on emerging-market equities from overweight to neutral, citing concentration risk around AI-exposed stocks. It flagged markets such as South Korea as particularly vulnerable due to heavy reliance on AI-related firms. The report said short- and medium-term euro-area government bonds are attractive, adding that market worries about the rate outlook appear overdone.