Japan June core machinery orders +9.7% MoM vs 7.8% est; prior -12.4%.

臺灣加權指數8月18日（週二）收盤下跌548.59點，跌幅1.2%，報45308.68點。

Japan's Nikkei 225 fell for a second session as a bond sell-off dented risk appetite for AI-linked trades. The index dropped more than 3% at the open, with chip-related names pressured; Kioxia Holdings and Furukawa Electric were among the heaviest decliners. Topix slid as much as 2.8%, led lower by electronics and banks. Japan's 10‑year JGB yield rose to its highest level since 1996, prompting market pricing of a possible BOJ rate hike next month. The 10‑year UST yield is near its highest since early 2025. Daiwa Asset Management's chief strategist said: "Rising yields will increase borrowing costs for hyperscalers, clouding capex prospects and potentially hurting infrastructure firms that have benefited from the AI investment boom."