现货黄金跌破4000美元/盎司关口，日跌幅为0.4%。

Chinese shares opened flat and traded choppily; the Shanghai Composite dipped below 4,000 intraday and ChiNext fell over 2% early before all three major indexes rallied into the close. At settlement, Shanghai Composite +1.16%, Shenzhen Composite Index +0.19%, ChiNext +0.54%. Turnover on Shanghai and Shenzhen exceeded 3.5 trillion yuan. Innovative-drug names led gains, with multiple small-cap drug stocks hitting the 20% daily limit. Liquor, animal-husbandry, medical-service and precious-metal sectors outperformed; semiconductors were intermittently active and industrial-gas stocks strengthened in the afternoon with several limit-ups. Compute-hardware concepts plunged; glass/fiberglass, energy-equipment, shipping and copper-clad-laminate sectors were among the heaviest decliners. Market breadth was positive with over 2,400 stocks rising.

Samsung Electronics and SK Hynix pledged large-scale investments at a government briefing, underscoring South Korea’s push to build AI infrastructure. Investors are weighing the capex hit to chipmaker margins but largely view the government initiative as net positive for the sector. Singapore-based Klay Group said memory firms are generating excess profits and reinvesting in capacity is constructive for Korea’s economy and industrial base. Rapid AI-driven demand keeps memory chips in focus and cements Samsung and SK Hynix’s central role, but their sharp gains increase sensitivity to swings in AI sentiment. Seoul NH Investment Securities sales trader Roy Lim warned that, given the project’s political importance, the government may introduce broader policy measures — a likely near-term investor focus.