SK海力士(SKHY.O)：预计人工智能模型和软件效率的提升将扩大人工智能的使用和可及性，并推动整体基础设施需求。

Overnight US indices were mixed and the China Golden Dragon Index rose. After a two-day advance, Hong Kong stocks opened higher and extended gains; the Hang Seng opened +176 at 25,487, peaked +426 at 25,737 before narrowing. By midday the Hang Seng was up 1.37% and the Hang Seng Tech Index 2.2%; turnover rose to HKD 173.04 bln. New-consumption names, autos and tourism led gains; internet and online healthcare stocks outperformed; education and mainland property stocks staged a rebound. Memory, AI small-caps and PCB names extended prior declines; biotech and brain‑computer‑interface names pulled back. Notable movers: Li Auto (02015.HK) +10%, Xiaomi Group (01810.HK) +9%, MiniMax (00100.HK) +8%, Leapmotor (09863.HK) +7%, Nongfu Spring (09633.HK) +7%; Huahong Hongli (01347.HK) and SMIC (00981.HK) near -8%, Zhipu (02513.HK) -4.5%, Laopu Gold (06181.HK) -4%.

市场消息：瑞萨电子在日本熊本县的两处工厂因地震暂停生产。