據路透：伊朗高級消息人士表示，伊朗和阿曼仍在就霍爾木茲海峽協議的細節進行磋商。

Yonhap’s survey of six economists found respondents expect the Bank of Korea on Thursday to raise its 2026 GDP forecast from 2.6% to as high as 3.4%. Analysts’ forecasts cluster around 3.1–3.4%; Korea Investment & Securities’ analyst set his growth call at 3.2%, while Nomura’s economist offered the 3.4% high-end and said the central bank could materially revise up growth for this year and next. Drivers cited: a semiconductor-led export upside, higher tax receipts supporting larger government spending, and a pickup in domestic demand. Market participants note AI-driven demand is lifting chip consumption but supply is responding slowly; some see supply tightness persisting into or beyond 2027. A deputy director at Hyundai Research Institute flagged a risk that the supercycle could peak earlier, citing a month-on-month decline in August chip exports, but expects semiconductor strength to hold into year-end and into 1H next year.

Anta Sports (02020.HK) rallied more than 5% in afternoon trade.