瑞典央行會議紀要：瑞典央行行長特埃登表示，如果沒有出現重大意外，預計未來六個月左右，我們將按照9月份的預測上調政策利率。

AMD (AMD.O) shares rose 8.9% after Oppenheimer upgraded its rating from Market Perform to Outperform.

On Tuesday a China Southern 1.25x long Kioxia single-stock leveraged product began trading in Hong Kong. The 1.25x gearing is lower than many Hong Kong single-stock leverage products that offer up to 2x exposure. Institutional analyst Rebecca Sin said interest in leveraged semiconductor exposure remains evident—reflected in large inflows to US leveraged semiconductor ETFs—but retail traders typically favour higher‑risk structures, leaving milder 1.25x–1.5x tiers less attractive than 2x–3x products. Tokyo-listed Kioxia has struggled to regain momentum as investors rotate away from AI trades; the broader semiconductor ecosystem is weighed by macro headwinds and geopolitical uncertainty. Kioxia is up over 100% year-to-date but about 75% below its June record high.