Romanian maritime authorities reported a merchant vessel caught fire in Romanian territorial waters; crew have been evacuated.

當前的形勢與2022年的科技股調整期截然不同。我們的基本預期仍然是美聯儲只會溫和收緊貨幣政策，遠低於當時的緊縮幅度。科技行業的盈利增長依然強勁，而半導體行業的估值仍低於長期歷史平均水平。鑑於債務期限普遍較長且經濟持續保持韌性，我們認爲利率上升對企業盈利的影響應該比以往週期更爲有限。我們在人工智能主題投資策略中也體現了這一預期，傾向於分散投資於人工智能基礎設施受益者、平臺公司以及部分防禦型科技企業。

YONHAP reports the South Korea Real Estate Agency will compile new statistics on foreign housing ownership and commercial vacancy rates and use big data and AI to improve the accuracy of official property prices and statistics. The agency said it will strengthen market-management functions by analysing market and transaction data to counter speculation, with particular focus on foreign investor speculative activity and trades suspected of distorting prices, and will step up consumer protection. The comments were made by the agency head on the 15th at the National Assembly.