港股收盘，恒指收涨1.96%，科指收涨2.84%；汽车股强势领涨，理想汽车(02015.HK)涨近10%，零跑汽车(09863.HK)涨9.5%，小米集团(01810.HK)涨近9%。

Zhongji Xuchuang told investors its 1.6T ASP is well above market rumours and the industry is not engaging in cutthroat price competition. Overall demand is very strong, raw materials are scarce and 1.6T deliveries are tight; only a few vendors can deliver 1.6T at scale. The company says its pricing is competitive and can sustain current gross margins. Nearly all customer orders already cover full-year 2026, with some orders extending into 2027 and delivery schedules broken down monthly. For 2027 the company sees clear, high-certainty demand and rapid growth for 800G, 1.6T, 2.4T and NPO products; several key customers have issued sizeable new-product guidance for 2028. Zhongji Xuchuang expects downstream key customers’ capex to remain robust and customer investment in the sector to continue rising.

SK海力士(SKHY.O)：将在下半年扩大HBM4供应。