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[Futures Hot Topic Tracking] After hitting the daily limit yesterday, polysilicon opened higher today and surged 6%. When the expectation of "anti-involution" meets the pressure of high inventory, should we focus on policy benefits or supply and demand surplus for polysilicon? Click to read.

China Tech & Industry - Micron introduces 24Gb (3GB) GDDR7 graphics memory chip - Samsung reportedly ends new orders for LPDDR4/LPDDR4X mobile DRAM - Huawei launches its first HarmonyOS AI smart glasses - Alibaba “HappyHorse” AI video model set to open testing on Apr 27; version 1.0 to be commercially released in May - Alibaba launches Qwen3.6-Max-Preview flagship AI model - OpenAI to release new image model in coming weeks: information China Economy & Policy - China March rare earth magnet exports to Japan total 184.2 tonnes, down 17.3% month-on-month, customs data shows - China’s government urges “every effort” to curb solar capacity - China NDRC holds symposium with private firms including XPeng and Tianqi Lithium - China commerce ministry, on EU cybersecurity proposal: expresses serious concerns-statement Commodities & Materials -China’s silver imports surged to a record 836 tons in March, far above the 10-year average of about 306 tons - Tianqi Lithium Q1 profit jumps up to 1,818% on surging lithium prices and demand Geopolitics & Iran Conflict - Iran parliament’s national security and foreign policy commission head: decision has been made to continue talks with America, but this does not mean negotiation at any cost - Iran willing to attend second round of U.S. talks in Islamabad, officials say - Vance-led U.S. delegation heads to Pakistan for Iran talks, Trump says - Pakistan has intensified diplomatic contacts since Sunday with Washington and Tehran to ensure talks proceed as soon as Tuesday - AP - Iran foreign ministry spokesperson: if the U.S. or Israel launches new aggression, Iran’s armed forces will respond accordingly - Trump says “highly unlikely” he extends ceasefire with Iran Corporate & Global - ByteDance overseas revenue surges nearly 50% in 2025 on TikTok Shop growth - Apple: Tim Cook to become executive chairman; John Ternus to become Apple CEO