Market sources said the Pentagon has relaxed audit and compliance requirements for certain defense contractors.

波蘭央行行長格拉平斯基：利率可能在2026年底前保持不變；不能排除2027年第一季度加息的可能性。

Hong Kong equities closed lower; HSI fell 1.00%, Hang Seng Tech Index fell 0.62%, turnover HKD 187.2 bln. Sector pressure concentrated in lithium battery, gold and copper miners, and commercial aerospace; gains in memory/storage, PCB, mobile gaming and semiconductor names. Major movers: MINIMAX-W (00100.HK) down >7%; CATL (03750.HK) down >6%; Tongguan Gold (00340.HK) down >6%; Lens Technology (06613.HK) down >4%; Zijin Mining (02899.HK) down ~4%; Lanqi Technology (06809.HK) up >5%; GigaDevice/兆易創新 (03986.HK) up 4%; NetEase-S (09999.HK) up ~3%.