舜宇光學科技(02382.HK)跌超4%，聯想集團(00992.HK)跌3.4%，有消息稱三星第三季DRAM擬提價20%。

斐濟總理：澳大利亞總理和我簽署了《瓦維爾條約》和《和平海洋防禦聯盟條約》，協議的簽署標誌着雙邊關係顯著提升。

Goldman Sachs cut its yen forecast, now projecting USD/JPY at 165 within a year (prior forecast 155), making it one of the most bearish institutions on the currency. Strategist Fishman cited widening US‑Japan rate differentials, Japanese fiscal pressure, elevated US Treasury yields and slow Bank of Japan tightening as drivers of further yen weakness, even as the currency appears deeply undervalued. Goldman raised its near-term USD/JPY forecasts to 162 in three months and 163 in six months (previously 160 and 158). The bank said official intervention would likely be short‑lived and the underlying causes of depreciation remain. Hedge funds’ short positions on the yen hit a high not seen since 2017 last month, and market-implied probability of USD/JPY at 165 by June next year is about 72%. Goldman also favors using the yen as a funding currency for carry trades.