A股油气开采及服务板块持续走高，蓝焰控股、中曼石油涨停，通源石油涨超20%，潜能恒信、科力股份涨超15%，首华燃气涨超10%，新天然气、石化油服、海油发展、新潮能源、中油工程跟涨。

SoftBank founder Masayoshi Son said at the SoftBank World conference in Tokyo that nuclear fusion will become a new, cheaper, cleaner and safer primary energy source and could replace natural gas for AI data centers within about 15 years. He said natural gas will still supply most data-center power in the near term but predicted global data-center installed capacity will reach 3 TW by 2040. Son added that the large capital outlays for data-center infrastructure will ultimately pay off and dismissed questions of an AI investment bubble as "extremely stupid," saying critics do not understand or use AI.

China's State Council approved the 15th Five‑Year plan to expand consumption, directing stronger fiscal‑financial support to boost domestic demand. The plan calls for increased government spending on social protection, coordinated use of central budget investment and local government special bonds to back eligible consumption infrastructure, and fuller deployment of fiscal‑financial cooperation funds. It urges financial institutions to expand consumer lending and step up credit to service‑sector firms, mandates optimization of interest‑subsidy programs for personal consumer loans and loans to service‑industry operators, and encourages insurers to develop protection products for priority consumption areas.