Hamas said the first step in implementing the agreement is for Israel to commit to stop killings and end violations.

Michael Wan, senior FX strategist at Mitsubishi UFJ Financial Group, says market participants are likely to remain cautious on short-term yen bets given the risk balance. Yen net-short positions remain near historic highs and Japanese authorities may be trying to force position unwinds. Whether the yen can extend Thursday’s 3.3% rally will likely depend on market reaction to the BOJ policy meeting. Mitsubishi UFJ said it will remain cautious on USD/JPY into the weekend and early next week.

中證恆生滬港通AH股精明指數調入兆易創新及瀾起科技，剔除南方航空和中國鐵建，說明滬港通AH代表性正在從傳統週期、基建和航空，進一步向半導體和硬科技傾斜，強化半導體港股定價的“錨”。兆易創新、瀾起科技近期本身就處在AI硬件、存儲週期、長鑫科技映射和國產算力敘事交匯處，入選指數會放大它們作爲AH科技標的的代表性，正式進入一類以AH價差、流動性和跨境資金配置爲核心的指數體系。