Chinese A-share grain sector continued lower; Xin Nong Development hit the daily limit down, Guotou Fengle fell over 9%, Dunhuang Seed dropped over 8%, Yasheng Group and Jinjian Rice Industry declined more than 4%.

Payden & Rygel said rising oil prices were one driver of last week's increase in US Treasury yields. The firm added that unusually resilient US growth and sustained AI-related capital expenditure by mega-cap firms also supported yields. Payden & Rygel expects total tech spending to exceed $800bn in 2026 and noted investor skepticism over the sustainability of capex-driven growth, but said similar doubts have been raised for three consecutive years.

市場消息：歐盟計劃對15歲以下兒童限制社交媒體和聊天機器人的使用。