WTI原油期貨日內漲幅達1.00%，現報94.68美元/桶。

KB Securities analysts E.T. Lee and D.E. Lee said that despite AI-driven elevated profit expectations, the recent pullback in Korean semiconductor stocks may partly reflect investor skepticism about the sustainability of earnings. Samsung Electronics and SK Hynix fell for a fifth straight session. The analysts said investors continue to view semiconductors as cyclical: supply bottlenecks can sharply lift profits in booms, but their easing can lead to inventory gluts and overinvestment. They point to similar dynamics in post-pandemic diagnostics, masks, toilet paper and container shipping.

Shanghai Municipal Health Commission and Shanghai Administration of Traditional Chinese Medicine issued a notice launching a 2026 capacity-building drive for traditional Chinese medicine (TCM) specialty clinics. The program aims to ensure every community health service center hosts at least one TCM specialty clinic, upgrade TCM diagnostic and treatment standards, broaden covered diseases and techniques, optimize outpatient layouts and strengthen facilities and equipment. Implementation will leverage four regional TCM medical alliances’ new “one-area, one-product” initiative, the 631 plan for promoting TCM advantage disease treatments and 55 TCM specialty-disease alliances to refine primary-care treatment protocols, bolster talent training, and promote academic inheritance and innovation, positioning community centers as the main delivery point for TCM services.