SK海力士(SKHY.O)：预计云服务提供商（CSP）的人工智能相关投资将持续到明年之后。

The MOFCOM office issued a work notice directing local authorities to accelerate delivery of urban 15-minute convenience service circles, setting a national target of 10,000 completed circles by 2026 subject to planning and quality controls. Localities must define total targets and annual construction quotas. The notice urges use of these community nodes to stimulate consumption—bringing domestic “trend” goods, export-quality items, local specialties and international brands into neighborhoods via legally compliant exhibition stands—and to run promotional campaigns. It encourages appliance trade-in schemes, digital and smart-product subsidy participants to hold community sales events and establish local service/recycling points, and asks auto manufacturers, dealers and recyclers to promote trade-in policies and, where feasible, conduct community vehicle displays, sales and test-drives.

随着油价走高，美国10年期国债期货下跌3个点。