The U.S. military said on Thursday it has lifted a maritime blockade on all traffic to and from Iranian ports and coastal areas, did not impede vessels travelling to or from Iranian ports, and has ceased all blockade enforcement operations.

1. 上交所：人工智能大模型企业适用科创板第五套上市标准。 2. 上交所邱勇：落实好新发布的人工智能领域配套规则，推动更多创新示范案例落地。 3. 国务院：推动形成更多人工智能应用场景创新、技术成果转化等创业项目。 4. 国家发改委、人社部：适应人工智能发展促进就业创业 挖掘新兴领域吸纳就业潜能。 5. 国家发改委回应大规模投建算力网：市场力量将起决定性作用。 6. 工信部：深入实施“人工智能+制造”专项行动，深入整治“内卷式”竞争。 7. 字节跳动加量采购国产芯片，互联网大厂竞速搭建算力护城河。 8. AI行业巨头齐聚G7峰会，美国拟推动全球AI标准协调。 9. 欧洲央行行长警告人工智能或引发金融危机风险。 10. 北京：支持企业采购并消费词元（Token）开展人工智能应用。 11. AI模型公司Aether AI完成2000万美元首轮融资。 12. SK海力士开始供应下一代面向AI的存储器“HBM4E”12层堆叠样品。

Analyst Dan Taylor says SpaceX’s valuation is increasingly decoupled from the AI sector and looks driven more by a personal trust premium in CEO Elon Musk than by an AI-driven growth case. Taylor judges Musk’s US$1 trillion revenue target by 2030 unlikely, but says investor confidence in Musk’s track record continues to support the valuation. The pace of upcoming AI-related IPOs will hinge on whether the current AI spending surge endures. Tech names have already bifurcated—semiconductor-linked stocks rallying while SaaS names lag—and Taylor expects that split to persist until AI investment yields clearer commercial returns.