创业板指、深成指双双涨超1%，沪指涨超0.4%，光刻机、CPO、存储概念涨幅居前。

Big-data ETFs strengthened intraday; Huaxia, Fuguo and Huabao big-data ETFs each rose more than 5%. Guangdong’s draft 15th Five-Year Plan for the information and communications industry calls for accelerating construction of a computing-power network and upgrading network services to create new industry growth poles. The draft seeks continued development of a national integrated computing-power network, including a Guangdong–Hong Kong–Macao Greater Bay Area national hub node, and supports telecom operators building real-time computing centers and edge-computing nodes.

Responding to a foreign report that China’s air force is now second only to the US, Defense Ministry spokesman Chen Xi said the service is in a critical phase of strategic transformation toward integrated air-space operations and balanced offense-defense. He cited deployment of J-20, J-16 and J-10 fighters, expanded Y-20 strategic airlift, and strengthened bomber and AWACS support, saying these upgrades enhance strategic strike, early warning, air defense and strategic lift capabilities and accelerate modernization to safeguard China’s sovereignty, security and regional stability.