現貨黃金短線上揚10美元，報4079.6美元/盎司。

Foreign investors pulled $137.36bn from Asian equities in 1H 2026, a record outflow, with Korea and Taiwan seeing withdrawals of $70.8bn and $29.6bn respectively. A rally in AI chip makers concentrated gains and prompted portfolio rebalancing, with Korea’s KOSPI nearly doubling and Taiwan’s Weighted Index up 62% led by TSMC, Samsung and SK Hynix. Analysts say the selling largely reflects position adjustment away from an unusually concentrated rally rather than broad risk aversion. Capital is rotating from oversized chip leaders into downstream suppliers and lower‑valuation markets, notably Southeast Asia, as investors reassess tech exposure and pursue broader diversification, according to asset managers.

Spot gold rose to $4,140/oz, up 2.69% on the day.