全球最大黄金ETF--SPDR Gold Trust持仓较上日增加1.998吨，当前持仓量为1004.447吨。

Nikkei reports NVIDIA is in talks with Japan’s Mitsubishi Heavy Industries on cooling and power solutions for AI data centers.

Southbound funds net-bought 10.997 billion yuan today. On the Shanghai-Hong Kong Stock Connect leg, Zhipu and GigaDevice were the biggest net buys at HK$2.29 bln and HK$810 mln respectively; Xiaomi Group-W was the top net seller at HK$43 mln. On the Shenzhen-Hong Kong Stock Connect leg, NetEase and Kuaishou-W led net buying at HK$2.87 bln and HK$1.46 bln; Meituan-W was the largest net sell at HK$558 mln.