【期貨熱點追蹤】乾旱恐致印尼最大鎳產業園減產40%，供給端擾動滬鎳高位運行。官方維持RKAB年度審批帶來的供給硬約束預期，配額焦慮疊加極端天氣將如何影響鎳市？

馬來西亞央行：預計穩健的增長勢頭將使2026年增長達到約5%。

Philippine authorities are reassessing a planned large five-year bond sale later this month after peso depreciation and higher yields pushed up borrowing costs. The finance minister said the June-designed plan is being reviewed to keep financing flexible amid worsening Middle East tensions; a decision on this month’s auction will be announced shortly. Fund managers in Manila say persistent inflation means the central bank may continue raising rates, leaving investors cautious, delaying entries and potentially reallocating into next year.