集運指數（歐線）2608盤中持續走弱，跌幅擴大至9.05%，價格下探2581.5點，成交額約17.50億元；日內增倉近2800手，盤面波動加大。

Bank of Japan said the large manufacturers' confidence index has improved for five consecutive quarters, reaching its highest level since March 2018.

Morning trade showed a sharp rotation from 1H: long-dormant blue chips staged a broad comeback—pork, chicken, baijiu and brokers led gains—while prior leaders such as AI compute and CPO diverged. Ping An Securities says funds are heavily concentrated in the tech runway and that extreme structural positioning could trigger an adjustment. Non-bank financials' fundamentals continue to improve and valuations sit in a trough, offering high allocation value; should sector rotation or market-structure adjustment occur, they would present an optimal buying window.