【期货热点追踪】地缘局势升级与制裁令撤销引发供应担忧，SC原油开盘跳涨！地缘风险溢价能否持续撑起油价？

恒生科技指数跌1%，此前一度涨超2%，恒指跌0.9%。

Capital Economics analyst Shilan Shah says rapid expansion of Indian data centers could materially affect the macro outlook. While much debate on AI focuses on services disruption, AI still requires significant physical infrastructure. Announced data‑center investment for 2026–30 is roughly 0.5% of annual GDP; if this spurs upgrades to India’s power grid and water systems the macro impact could be substantially larger. Rising demand for domestic electronics and precision engineering capacity would also support India moving up the manufacturing value chain.