Sci-Tech Innovation 50 Index rose over 2%; China's CPU maker Haiguang, Lanqi Technology and Baiwei Storage led gains.

China Earthquake Networks Center automatic detection: an about M3.2 earthquake occurred near Mianzhu, Deyang, Sichuan at 14:00 on July 5; final parameters subject to official rapid report.

SemiAnalysis said NVIDIA (NVDA.O) has delayed its next-generation flagship Kyber rack architecture—designed for the 2027 Rubin Ultra chip—by more than 12 months to 2028 after encountering manufacturing problems with the system's PCB mid-board. SemiAnalysis said NVIDIA currently has no mature solution to scale Rubin Ultra, a shortfall that could open a rare technical window for competitors AMD (AMD.O) and Google (GOOG.O), whose in-house chips have been adopted in leading AI labs.