油脂油料期貨主力合約集體走強，豆粕、豆一、豆二漲超2%，菜粕漲近2%，棕櫚油、豆油漲超1%，菜油漲近1%。

市場消息：過去兩小時內，有三架北約偵察機從波蘭和立陶宛方向靠近加里寧格勒地區被發現。

M&G Investments has increased holdings of Korean government bonds, saying markets have priced in excessive Bank of Korea tightening. Low Guan Yi, head of Asian fixed income at M&G, said easing inflation and a surge in AI-driven revenue for Korean chipmakers and hardware suppliers should enable the government to cut borrowing and reduce future bond supply. We believe the Korean yield curve is pricing in too much tightening, she said, adding M&G has added Korea bonds over the past two months. The view mirrors a growing cohort of Korea observers who expect geopolitical factors and sustained AI momentum to help ease near-term bond-market pressure, even as foreign investors net sold about $1.2bn in July and the 10-year yield has risen roughly 22bp since end-June.