Chief FX and rates strategist Audrey Childe-Freeman said today's decision prompted some yield relief and dollar softness, but three votes supporting further tightening and the statement's overall tone keep policymakers in a data-dependent stance and do not rule out a September rate hike. The yield-driven bullish case for the dollar remains intact this summer.

A spring 2026 report from the world's largest open-source AI model platform shows Chinese-developed open-source models accounted for 41% of global downloads and that the top six models on global model-calling rankings were all from Chinese teams. Over the past 12 months domestic models occupied the global open-source scale ceiling for nine months and led iteration pace. China holds about 60% of global AI patents; the Ministry of Industry and Information Technology estimates China's core AI industry will exceed 1.2 trillion yuan in 2025 and include over 6,200 firms. The report says a maturing open-source ecosystem will further embed AI into the real economy, supporting new industrialization and higher-quality digital economic growth.

臺灣加權指數跌超3%。