北歐美國油輪公司：旗下3艘油輪在通過霍爾木茲海峽後已恢復國際航運業務。所有船舶船員均安全無恙。

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.

After weaker US payrolls, the dollar fell versus major currencies and USD/JPY dropped about 1%. That pullback may temper expectations of imminent yen-supporting intervention, but the yen at the 161 level remains concerning. Daniela Hathorn at Capital.com said intervention would require Japanese authorities to sell dollars and other FX reserves; US Treasuries could be sold but likely not enough to push yields substantially higher. She added past interventions have not had lasting effects because fundamentals did not change and exchange rates ultimately depend on interest-rate differentials and capital flows.