摩根大通：將2026年底土耳其利率預測從37%下調至35%，反映了油價下跌以及央行採取的鴿派立場。

A股光學光電子板塊震盪拉昇，五方光電漲停，雷曼光電漲超17%，華燦光電漲超13%，乾照光電漲超11%。

Gold fell below $4,000/oz this week, marking a sharp reversal of a multi-year bull market. Last year was gold's best in 40 years, underpinned by a 'devaluation trade'—investors buying gold as developed-market fiscal burdens rose—but that support has largely unwound. 'When crowded long trades come under pressure, investors often don't sell what they want to sell, they sell what they can,' Charu Chanana, chief investment strategist at Saxo Group, said, noting gold's outsized gains made it a ready source of cash as portfolios cut risk. The dollar is poised for a second weekly gain; since last week's Fed meeting the dollar has risen 1.7% versus other currencies.