交易員：印度央行可能出售美元以限制盧比的貶值。

ChinaAMC says recent A-share tech swings reflect funding-side noise rather than a fundamental industry reversal; AI’s very-long-cycle growth thesis remains intact and sector opportunities are ample. Du Houliang notes some AI supply-chain names now trade at relatively low valuations, reflecting market pessimism, but low valuations alone are not sufficient to prompt a rebound. China’s bond-market pricing has moved back into a reasonable/neutral range; with policy still accommodative and bank funding costs heading lower, onshore bonds retain value as a steady core allocation. Wang Shen expects the low-rate environment to persist this year; with further declines in banks’ liability costs in H2, pure bonds should continue to provide steady core returns, though absolute returns may ease versus 1H.

午盤收盤，國內期貨主力合約漲多跌少，乙二醇（EG）漲超5%，SC原油漲超4%，燃料油、純苯、合成橡膠、焦煤、瓶片漲超3%，多晶硅漲近3%。跌幅方面，纖維板跌超1%，碳酸鋰跌近1%。