A股猪肉股短线走强，京基智农涨停，益生股份、巨星农牧、新五丰、湘佳股份、东瑞股份跟涨。

Escalating hostilities between the U.S. and Iran cloud the outlook and could threaten the IEA’s forecast of a global oil supply surplus in 2027.

Guangdong’s draft 15th Five-Year plan for the information and communications sector, released for public comment, proposes measures to expand regional and industry compute infrastructure. The plan backs Shaoguan’s bid to host a compute-network hub interconnection center and calls for upgrading and innovating the MIIT Guangzhou Internet Exchange Center and the National (Shenzhen·Qianhai) New-type Internet Exchange Center. It urges acceleration of a Shenzhen–Guangzhou–Shaoguan data corridor to establish a compute-network base serving the Guangdong–Hong Kong–Macao Greater Bay Area, and to integrate into the national "1+M+N" compute interconnectivity system by creating national regional nodes and multiple sector-specific nodes. The draft directs continued city-level "millisecond compute" initiatives to develop benchmark compute-network cities, and promotes efficient coordination of data/compute, green power, grid and storage—encouraging coordinated construction of compute centers with new-energy sites and grid upgrades and strengthening compute interconnectivity, operational coordination and intelligent dispatch.