歐洲央行調查：2026年GDP增長預期爲0.6%（此前爲1.0%）；2027年爲1.2%（此前爲1.3%）。

Hong Kong stocks closed lower after a weak start. The Hang Seng Index fell 0.98% at the close and the Hang Seng Tech Index was down 1.47%, after the tech gauge dropped more than 2% earlier. Chip names ran up then pulled back: Lanqi Technology (06809.HK) gained over 6% intraday and Tianshu Zhixin (09903.HK) rose more than 3% before trimming gains. Bank of China Hong Kong (02388.HK) jumped nearly 6% to a record high; China Merchants Bank (03968.HK) and China Construction Bank (00939.HK) also traded higher. AI names saw pockets of strength, with Zhipu AI (02513.HK) up over 5%. Winners included telecoms, memory/storage, brain–computer interface and agriculture stocks. PCB makers slid: Kingboard Laminates (01888.HK) and Kingboard Holdings (00148.HK) each fell more than 7%. Gold producers plunged—Lingbao Gold (03330.HK) dropped over 5%—while base metals, building materials/cement, mainland property, cloud computing, robotics and heavy machinery were among the laggards.

據英國金融時報報道，由於人工智能推動股價飆升，以及投資者紛紛撤離私募股權和信貸基金，對衝基金資產在上個季度創下歷史最大增幅。上季度總資產管理規模增長了 4090 億美元，達到 5.6 萬億美元，其中大部分增長歸功於良好的投資業績。在伊朗戰爭爆發後，對衝基金在波動劇烈的三月份遭遇虧損。但自那以來，對衝基金受益於以三星、AMD和SK海力士等芯片股爲首的股市大幅上漲。TriumCapital聯席首席執行官謝南·達納尼表示，“我認爲這將是經過漫長歲月後，對衝基金迎來的黃金時代。”HFR 數據顯示，對衝基金也獲得了強勁的投資者需求，過去三個季度投資額達1340億美元，是自2007年以來三個季度內的最大資金流入。