港股PCB概念股盤初下挫，建滔積層板(01888.HK)跌超11%，廣合科技(01989.HK)跌超8%，建滔集團(00148.HK)、勝宏科技(02476.HK)跌超7.5%，大族數控(03200.HK)跌超6%。

South Korea's Financial Services Commission chair Lee Eog-weon urged asset managers to disperse single-stock leveraged ETF rebalancing across the trading day to curb sharp price swings from concentrated pre-close orders, Yonhap reported. Fund managers typically execute most rebalances between 15:20 and 15:30 local time to target 2x daily returns; Lee warned such clustering can accelerate rallies and deepen sell-offs. He added some products involve more than 20 liquidity providers, contributing to excessive turnover, increased inter-provider trading and amplified arbitrage activity.

LGT Asia private bank analysts said in a research note that USD/JPY is likely to shift up and widen to 157–165 from the prior 155–160 range, citing a large US–Japan interest rate differential, uncertainty over FX intervention and rising Japanese fiscal risk. They warned Japan may reduce verbal intervention before taking actual intervention, a dynamic that could produce larger, less predictable USD/JPY swings.