US nonfarm payrolls came in below expectations, prompting traders to pare Fed hike bets and lift US Treasuries. The 2-year yield fell 6bp to 4.11% and the 10-year fell 2bp to 4.46%. Fed funds swaps imply roughly a 20% chance of a rate hike at the Fed's meeting later this month, down from about 33% before the data. Markets now price fewer than two 25bp hikes through March 2027.

SEMI’s 300mm Fab Outlook projects 2026 global 300mm wafer-fab memory equipment investment will exceed $52 bln, up 29% YoY, and rise a further 11% to $57 bln in 2027. The report cites increased spending on AI infrastructure, data centers and next‑generation computing as the driver, reflecting sustained AI‑driven demand for advanced memory. SEMI forecasts 2024–2029 global 300mm wafer-fab memory equipment investment will grow at a 19% CAGR. Global 300mm memory capacity is expected to expand to 4.10 mln wafers/month in 2026 and 4.20 mln wafers/month in 2027.

早盤收盤，國內期貨主力合約跌多漲少，SC原油跌超5%，液化石油氣（LPG）、對二甲苯跌超4%，PTA、燃料油、甲醇跌超3%，瀝青、合成橡膠跌近3%。漲幅方面，鉑漲超5%，鈀漲近3%，滬銀漲超2%，菜粕、滬金、碳酸鋰、豆粕漲超1%，菜籽漲近1%。