英国央行：前沿人工智能模型能力增强提升了网络攻击和运营风险。

LME metal warrants: Copper on warrants 199,275t, down 1,750t; canceled 113,300t, down 625t. Aluminium on warrants 246,600t, unchanged; canceled 45,825t, down 3,125t. Zinc on warrants 90,000t, down 1,425t; canceled 26,350t, down 650t. Nickel on warrants 258,576t, unchanged; canceled 16,044t, unchanged. Lead on warrants 274,400t, unchanged; canceled 17,675t, down 200t. Tin on warrants 6,755t, down 345t; canceled 1,460t, up 235t.

OCBC strategists say persistent yen weakness and rising long-end Japanese government bond yields make Japan a potential source of global market volatility. Markets view the Bank of Japan as behind the curve, intensifying downward pressure on the yen; strategists expect investors may increasingly see any future rate hikes as driven by Prime Minister Takaichi’s policy direction rather than economic data. Further yen depreciation could weigh on regional FX, notably the South Korean won and Thai baht, but OCBC flags larger spillover risk from higher long-term JGB yields — which appear to be pushing up U.S., U.K. and German government bond yields — and warns sustained JGB yield rises could lift global yields further.