A股光纤概念板块短线拉升，鼎通科技涨超13%，球冠电缆涨超12%，长光华芯、理工光科、长飞光纤、久之洋、亨通光电等跟涨。

A Shenzhen Hetao College AI training-platform team, with Harbin Institute of Technology (Shenzhen), Shenzhen Institute of Big Data and Huawei groups, using the Shenzhen Zhicheng AI compute platform and a domestic Ascend 910C AI compute cluster, completed full-parameter training of the 1.6 trillion-parameter model DeepSeek-V4-Pro. The exercise is a rare instance globally of a third-party team completing training at this scale on a domestic compute platform, yielding operational experience and supporting the claim that domestic AI chips can sustain world-class, very large-parameter model training. The team emphasized that running inference on existing models and conducting from-scratch full-parameter training are distinct technical stages with materially different hardware requirements; the results indicate domestic AI compute can handle top-tier training workloads and that the technical path is feasible.

英国央行货币政策委员丁格拉：对就业疲软和价格压力之间的平衡关系没有强烈看法。