Mainland A-share advanced-packaging sector showed selective strength; Taiji Industrial, Huicheng and Ruihuatai hit intraday highs, Sanan Optoelectronics reached the daily price limit, and Inno Laser, JCET and Lvtong Technology also gained.

滬銀2608盤中明顯走弱，跌幅擴大至5.05%，價格下探14761元/千克，成交額已超830億元；日內增倉超5000手，盤面波動加大。

Reserve Bank of India Governor Sanjay Malhotra said it is too early to discuss rate hikes given current geopolitical uncertainty and that future decisions will depend on incoming data. He noted that had the bank been confident of hikes in the coming months it would already have shifted policy from neutral to tightening, but it has not because uncertainty remains high. His comments come as US‑Iran peace talks have driven oil sharply lower, a tailwind for India, which imports about 90% of its oil. Malhotra added the ceasefire is fragile and full oil supply restoration will take time; upside risks to oil have eased but the RBI will closely monitor oil’s trajectory.