Spot gold fell below $4,080/oz, down 1.94% intraday.

Hong Kong stocks opened lower, rallied intraday then faded. At close the Hang Seng Index fell 0.13% while the Hang Seng Tech Index rose 0.91%. Large-cap internet names recovered: Meituan (03690.HK) +5%, Alibaba (09988.HK) +2%. New-energy vehicle/consumer tech names firm: Xiaomi Group (01810.HK) +4%, NIO‑SW (09866.HK) +2%. Coal names spiked then eased; Yancoal Australia (03668.HK) closed +3%. Active sectors: ports & shipping, oil, AI applications, intelligent driving, building materials & cement. Optical-communications stocks slumped; Changfei Optical Fibre & Cable (06869.HK) and Cambridge Technology (06166.HK) both fell >6%. Biopharma, semiconductors, commercial aerospace, PCB, lithium battery and power equipment lagged.

阿斯麥(ASML.O)：我們正在研究如何在2028年將產能提升超過此前公佈的30%。