加拿大外交部長：週三將在安卡拉與德國對口官員進行談判，旨在就與德國TKMS達成的潛艇購買協議確定價格。

美國商品期貨交易委員會（CFTC）：對衝基金對日元的淨空頭頭寸升至2007年以來最悲觀水平。

JP Morgan Asset Management global markets strategist Raisah Rasid said robotics and autonomous-driving firms could be the next winners in AI-driven trades as large-scale adoption accelerates, particularly in generative AI. She said AI gains are spreading beyond hyperscalers and that earnings growth — especially in hardware — has been a key driver of major market returns. Rasid added KOSPI’s triple-digit 1H rally is unlikely to repeat in H2, with growth set to moderate as companies may struggle to sustain strong pricing power in hardware.