【期貨熱點追蹤】美伊技術層面談判持續且雙方表現剋制等地緣降溫信號影響，SC原油期貨主力合約弱勢波動，伊朗是否放行船舶仍是通航恢復的關鍵制約。

Hong Kong shares closed with the Hang Seng up 0.6% and the Hang Seng Tech down 0.21%. Chip stocks were weaker: GigaDevice Semiconductor (03986.HK) down about 21%, Tianshu AI (09903.HK) down over 18%, Montage Technology (06809.HK) down about 9%.

Polish central bank Governor Glapinski said the bank has purchased 82 tonnes of gold year-to-date, including 37 tonnes added since April — roughly $5bn at current prices — buying into a more-than-10% drop in gold since April. He said purchases were opportunistic; Poland’s reported 2025 gold buying exceeded any other central bank’s and is expected to continue setting records this year. The bank reiterated a 700-tonne gold reserve target and said current holdings total 632.4 tonnes, with 105 tonnes stored in Poland and the remainder held in London and New York.