澳大利亚6月标普全球制造业PMI终值 51.5，前值51.2。

The Information reported earlier this month that OpenAI engineers told colleagues they developed several new optimization techniques that could cut model inference costs by more than half. When applied to ChatGPT usage by unauthenticated visitors, the optimizations temporarily reduced required NVIDIA GPUs to only a few hundred.

A-share indices rallied with intraday volatility. Shanghai Composite closed +0.50%, Shenzhen Composite Index +2.48%, ChiNext Index +2.99%; turnover in Shanghai and Shenzhen exceeded 3.2 trillion yuan and more than 2,900 stocks advanced. Sector rotation was rapid: optical/optoelectronics led gains all day and several stocks hit daily limits. The chip chain strengthened in the afternoon, led by optical chips and analog chips; robotics also picked up. Top-performing sectors included semiconductors, glass substrates, commercial aerospace and internet; laggards were petrochemicals, chemical fiber, construction machinery and coal.