【期货热点追踪】LME期铜从两周高位回落，在跨市套利、LME现货贴水大幅收缩，以及海外硫磺断供担忧的扰动下，铜市处于极限多空博弈之中。

China A-share lab-grown diamond sector surged; Chujiang New Materials hit the daily limit, Huifeng Diamond climbed over 14%. Guoji Jinggong, Liliang Diamond, Hengsheng Energy, Boyun New Materials and Sifangda also rallied.

At the 16th Songshan Lake China IC Innovation Summit, SmartSens said the global AI glasses market is shifting from proof-of-concept to scale and could expand nearly fourfold by 2026, with China growing notably faster than the global average. SmartSens has launched several dedicated CMOS image sensors for AI glasses and moved them into mass production. Its second-generation SC1220IOT features an Always‑On low‑power mode down to 1 mW — over 20% lower power than comparable products — a package roughly 10% smaller than the prior generation, supports high‑frame‑rate video up to 12MP@60fps, and retains high dynamic range with low noise.