三星電子：2026年第二季度芯片部門資本支出爲15.4萬億韓元。

保時捷首席財務官：預計2027年銷量將下降。

J. Safra Sarasin economist Louis Chua said Japan plans to cut the food consumption tax from 8% to 1% effective April 2027, a move by Sanae Takaichi’s government to allay mounting cost-of-living concerns that have weakened public confidence in inflation management. Chua expects retailers—especially supermarket operators, discount chains and food-focused drugstores—and restaurants with pricing power to be primary beneficiaries. The bank added that increased market volatility could, in the short term, accelerate flows out of technology into defensive and domestic-demand-focused stocks.