三菱重工：加入英伟达合作伙伴网络，成为电力与冷却合作伙伴，推动英伟达DSX的集成电力与冷却技术。

A-share China-Korea Semiconductor ETF (513310) extended afternoon losses to 5%.

Refinitiv reported President Trump is expected on Wednesday to urge top U.S. defense contractors to accelerate weapons production and expand manufacturing capacity as stocks are strained by the Ukraine and Middle East conflicts. He will attend the closing roundtable of a two-day Defense and Innovation Summit at the U.S. Army War College in Pennsylvania, which brings together senior military leaders, defense contractors, investors and tech executives to discuss strengthening the U.S. industrial base and speeding delivery of advanced weapons systems. Prolonged conflicts have depleted large quantities of missiles, interceptors and other munitions and exposed U.S. production and supply-chain bottlenecks. Trump is expected to announce multiple defense investment plans in Pennsylvania.