国际铜主力合约日内下跌1000.00元，现报91120.00元/吨，跌幅1.09%。

市场消息：科威特军方称北部边境据点及石油平台遭袭，一名工人受伤。

Daiwa says Tencent Holdings (00700.HK) is expected to raise AI capital spending, increasing its 2026 AI capex forecast to about RMB181 billion from RMB108 billion. The bank trims EPS forecasts for 2026–28 by 1–6% to reflect higher depreciation and near-to-mid-term profit pressure, while noting game revenue growth has slowed off a high base but market-share momentum remains intact. Daiwa expects higher capex to accelerate cloud expansion and AI monetization, with potential benefits emerging from H2 2026. Rating remains Buy; target price lowered to HK$670 from HK$700.