恒指期货夜盘收涨0.78%，报23498点，高水162点。

June 24 — State Council Taiwan Affairs Office spokeswoman Zhang Han said at a regular briefing that after peaceful reunification, backed by a strong mainland China, Taiwan residents would share the nation’s dignity and gain stronger international standing, greater security and broader diplomatic channels. She said Taiwanese would participate in international affairs as principals, Taiwanese companies would be more deeply integrated into global supply and industrial chains—expanding market access and competitiveness—and overseas Taiwanese would receive more convenient, direct support from the mainland.

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, embodied‑robotics commercialization timing, and world models. The consensus: industry participants remain broadly optimistic and view AI as still in an early development phase with large market and commercialization potential. Veterans who experienced the 2000 dot‑com bubble warned cycles are inevitable; although the sector is on an upswing, capital markets should closely monitor valuation/earnings alignment and the cadence of supply‑side release — near‑term liquidity or earnings‑expectation shocks could trigger significant market moves.