美国10年期国债收益率上涨1.8个基点，达到4.497%。

AI servers are drawing more power, forcing a generational upgrade in data-center power. 800V high-voltage DC—touted by NVIDIA as a key next‑generation AI datacenter solution—has drawn recent controversy over alleged production delays and whether cloud providers are reluctant buyers or observers have misread the cadence. Delta, ABB and other NVIDIA energy-ecosystem partners report 800V is progressing normally, but say the pace of adoption will be determined by a broader, still‑immature energy infrastructure supply chain rather than NVIDIA alone.

英国海上贸易行动办公室：收到一起发生在阿曼利马以东8海里处的事件报告。