明泰鋁業：預計2026年一季度實現淨利潤6.5億元至7億元，增幅48%至59%。

Some of the world’s largest asset managers are rotating into bonds and AI-linked equities while trimming US dollar exposure, betting geopolitical risk has peaked after the US-Iran ceasefire. Schroders Plc and Jupiter Asset Management Ltd. are adding short-dated Treasuries, while Franklin Templeton expects a rally in 10-year yields. Allspring Global Investments is allocating to tech and defense stocks resilient to energy shocks. Falling oil prices have revived expectations of Federal Reserve rate cuts, lifting equities and pushing Asia-Pacific stocks to early-March highs. Treasury yields declined, the dollar weakened, and gold advanced. Franklin Templeton sees 10-year yields potentially testing the low 4% range.

德國兩年期國債收益率升至2.72%，有望創下2024年以來的最高收盤水平。