傑富瑞：將Travelers目標價從351美元上調至365美元。

Prime Minister Takaichi strongly denied claims that her policies have caused yen weakness and elevated interest rates. She said the government aims to restore confidence in the yen by strengthening the economy and ensuring fiscal sustainability, and that JGB issuance will be properly managed in next fiscal year’s budget. On her one-year anniversary the government is seeking to ease market concerns about its fiscal management after an earlier policy blueprint draft signaled a shift toward more expansionary measures; that draft coincided with yen weakness versus the dollar and a rise in long-term bond yields.

Seoul Economic Daily reports Samsung Electronics will use TSMC's 3nm process to produce base wafers for NVIDIA's next‑generation custom HBM, marking the first Samsung‑TSMC cooperation at the HBM manufacturing stage. Industry sources say NVIDIA has asked Samsung, SK Hynix and Micron to use TSMC's process for NVHBM base wafers and to adopt sixth‑generation DRAM for the core dies. NVHBM, released in August, integrates NVIDIA's custom memory controller into the substrate to standardize implementation across multiple memory suppliers. Samsung accepted the request after internal review but will continue in‑house production for standard HBM and other customers' custom products, and is evaluating whether its foundry could produce NVHBM base wafers if demand exceeds TSMC capacity.