高盛：将2026年第四季度伦敦金属交易所（LME）铝价预测下调至2,950美元/吨，并将2027年平均价格预测下调至2,700美元/吨。

Sources say Hong Kong’s Mandatory Provident Fund (MPF) system will be permitted to invest in more gold ETFs as part of the Hong Kong government’s plan to build a regional gold trading centre. The MPFA is expected to amend gold ETF investment rules later this week. MPFA-regulated MPF assets were about HKD1.53 tln (USD195bn) at end-March. Currently the MPFA approves gold ETFs on a case-by-case basis; the proposed change would make ETFs that meet prescribed standards automatically eligible, removing the need for individual approvals. The move is intended to expand choices for roughly 4.8 million MPF members. Risk controls would remain: gold ETFs would be barred from using derivative leverage and the MPF allocation cap to gold ETFs would stay at 10%.

KOSPI extends losses, down 3.0% intraday to 7,842.16. SK Hynix shares fall more than 5%; Samsung Electronics down 1.6%.