布倫特原油日內漲幅擴大至2.00%，現報93.89美元/桶。WTI原油站上88美元/桶，日內漲1.82%。

SMBC Nikko Securities strategist Ataru Okumura said stronger US inflation data has lifted Fed tightening expectations and may force the BOJ to follow to avoid yen weakness and higher bond yields. He warned Fed tightening that ignores stricter AI regulation could risk a sharp economic slowdown. The JGB market faces a tug of war between concerns the BOJ is lagging on inflation and flows hedging a downturn; yields could swing sharply as focus shifts between those risks.

Lithium carbonate most-active contract up over 2.00% intraday, trading at 89,860 yuan/ton.