Japan 10-year bond yield rose 5 bps to 2.990%.

Three ministries issued the Guidelines on Overseas Competitive Behavior and Compliance Building for the Auto Industry, saying firms may adopt cost-based pricing guided by international market supply and demand and must lawfully manage prices of components and whole vehicles without using pricing to gain unfair competitive advantage or disrupt markets. When setting recommended retail prices in overseas markets, firms should follow host-country laws, market principles and commercial practices, establish clear price tiers by vehicle configuration, and avoid frequent or large price swings that could harm overseas consumers or brand image.

摩根大通表示，聯發科（MediaTek）的定製AI芯片業務在2028年之後仍有望保持強勁增長。隨着聯發科在谷歌AI加速器項目中的參與度不斷提升，儘管其他芯片設計合作伙伴之間的競爭日益加劇，該業務仍有望持續擴張。摩根大通認爲，市場對於聯發科在谷歌AI芯片供應鏈中地位的擔憂被過度放大，並預計聯發科未來幾代芯片仍將是谷歌的重要合作伙伴。聯發科在連接技術、互連技術以及系統級設計方面的能力，將爲其持續參與相關項目提供支持。摩根大通上調了聯發科2027年和2028年的盈利預期，同時將2027年6月目標價從5300新臺幣上調至5600新臺幣，理由是聯發科定製AI芯片業務的長期增長前景更加樂觀，且該業務有望帶來更強的經營槓桿。