Apple (AAPL.O) plans a comprehensive redesign of MacBook and iMac to meet AI requirements.

A股半导体板块短线拉升，托伦斯涨超17%，大为股份涨超8%，北方华创、杰华特、富满微、源杰科技、臻宝科技、格科微等个股跟涨。消息面上，台积电据悉计划从2027年起上调先进及成熟制程价格，基础涨幅最高达10%。同时，源杰科技公告，预计上半年净利润6.00亿元-6.50亿元，同比增长1197%-1305%。

At the midday close, China’s main futures contracts were mostly higher: Shanghai crude oil (SC) rose over 5%, low-sulfur fuel oil (LU) and fuel oil near 5%, palladium up over 4%, Shanghai silver almost 4%, platinum over 3% and p-xylene nearly 3%. Lagging contracts included soybean oil, live hogs, caustic soda, manganese-silicon and iron ore, each down more than 1%, while Shanghai lead slipped about 1%.