SK海力士(SKHY.O)：随着供应紧张缓解和人工智能应用扩展，智能手机和个人电脑的增长势头预计将逐步恢复。

保时捷首席财务官：预计2027年销量将下降。

Ofgem has proposed rules requiring data centre projects to post substantial upfront fees or financial guarantees — for example letters of credit, performance bonds or cash deposits — and to meet tighter project milestones to prevent speculative projects from long-term occupation of grid connection queues. The regulator will publish a consultation on Wednesday setting out fee calculation, how the National Grid ESO would hold and manage the funds, and the circumstances in which projects could lose queue priority and forfeit paid fees or guarantees.