亚马逊(AMZN.O)股价上涨15.2%，创2012年以来最大百分比涨幅。

The Implementation Opinions tighten shareholder admission standards, create a firewall between industrial and financial capital, and prohibit entities or individuals engaged in illegal cross‑sector business, with excessive leverage, serious breaches of trust or major regulatory/legal violations from becoming major shareholders or actual controllers of financial institutions. Regulators will require penetrating identification of major shareholders, ultimate controllers and beneficial owners, strengthen reporting duties for major shareholders and controllers, prohibit concealment of control, related‑party and concerted‑action relationships, and ban false capital contributions, round‑tripping injections and capital extraction.

Asian emerging-market equities posted their largest single-day gain in over 17 years on Friday, led by rallies in South Korea and Taiwan and easing concern about AI-related spending. The MSCI Asia emerging-markets index rose about 7% and the Asia EM technology index climbed more than 13%, both their biggest daily gains since late October 2008; they remain down roughly 5% and 14% month-to-date. Strong results and guidance from Microsoft and Amazon helped calm investor worries over hefty AI capex, with Nomura saying Microsoft’s outlook—continued capex growth but positive free cash flow by fiscal 2027—could relieve pressure on AI infrastructure stocks.