新加坡央行行長：2026年下半年經濟增長應保持穩健；貨幣政策收緊將對抗通脹壓力。

Asian equities slid as a semiconductor-led sell-off intensified, with the MSCI Asia Pacific index down as much as 3.5% intraday and now over 10% below its June 22 high, signalling a technical correction. Samsung Electronics and SK Hynix tumbled, dragging the KOSPI more than 10% intraday. Markets cited crowded positioning in chip names and growing doubt about the durability of the AI-led rally; global semiconductor stocks were heavily sold on Tuesday. NVIDIA is driving a new wave of AI-related deals worth more than $750bn, a pace critics say may be artificially inflating industry demand and valuations. Vey-Sern Ling, a managing director, said market sentiment on AI-related semiconductor stocks has flipped from greed to fear, with investors using news as a sell trigger rather than assessing fundamental impact.

【期貨熱點追蹤】鋼廠檢修擴圍壓制鐵水產量，焦炭第二輪降價進一步削弱成本支撐，但全球發運回落帶來階段性供應收縮，多空交織下鐵礦石市場靜待供需新變量。