A股通信设备板块持续拉升，中兴通讯涨超8%，鼎通科技、长盈通盘中创新高，光库科技、联特科技涨超10%。

The Rhine, one of Europe’s most important rivers, has seen water levels continue to fall, restricting barge carrying capacity and, together with the ongoing protracted Iran conflict, adding further pressure to regional fuel supply chains. Spotbarge data showed that earlier on Wednesday water at Germany’s key navigation point Kaub had dropped to extremely low levels, with a 110‑metre barge able to carry just over 1,000 tonnes of diesel — roughly 40% of its total rated capacity. The Rhine is a critical European transport artery: over 280 million tonnes of cargo moved via the waterway in 2024, with petroleum products accounting for more than 20% of that volume.

On the 27th local time in New York, CHINA FOREIGN MINISTER WANG YI met with U.S. strategic and business figures while presiding over a UN Security Council high‑level meeting. Wang said the China‑U.S. leaders held a historic meeting in Beijing and engaged in candid, deep, constructive and strategic communications on major issues affecting China‑U.S. relations and world peace and development, reaching a series of important understandings. Both sides agreed to position a "China‑U.S. constructive strategic stability relationship" as the new orientation of bilateral ties and to work toward a relationship centered on cooperation, measured competition, controllable differences and prospective peace, jointly exploring how major powers should properly coexist in the new era. Wang stressed that "Taiwan independence" and peace and stability in the Taiwan Strait are mutually incompatible, and said only by upholding the One‑China principle and the spirit of the three China‑U.S. Joint Communiqués can peace in the Taiwan Strait be guaranteed and conflict avoided. He said China is willing to work with the U.S. to implement the important consensus between the two heads of state and to take concrete actions to bring the "constructive strategic stability relationship" into effect as soon as possible, and expressed hope that attendees would make active efforts and help build broader social consensus.