据The Information：美国总统特朗普政府正在最终确定人工智能模型提交框架。

Mitsubishi UFJ analyst Lee Hardman said the AUD was the worst-performing G10 currency overnight despite being the best YTD. Selling in AI-related chip names and renewed doubts about semiconductor technology progress revived risk aversion and pressured the AUD. Bullock’s remarks contained no near-term hawkish signal, further weighing on the currency, though markets still price one rate hike later this year.

A股CPO板块持续走弱，剑桥科技封板跌停，东山精密、景旺电子触及跌停，新易盛、源杰科技、中际旭创、锐捷网络跌超10%，通富微电、天孚通信等跟跌。