据日经新闻：爱信精机在停产后已恢复熊本工厂的部分生产。

Hong Kong shares closed higher: HSI rose 0.48% and the Hang Seng Tech Index rose 0.96%; Alibaba (09988.HK) gained 7.01% on the day.

Since late July, consumer graphics card prices in China have jumped sharply; some popular models rose by several hundred yuan within days and high-end cards have gained about 1,000 yuan. Merchants and sell-side analysts cite rising upstream memory costs, pauses in bulk shipments by some AIC manufacturers and tighter channel spot supply; retailers are buying on order rather than stocking after earlier memory-driven inventory losses. Ma Liang, chief technology analyst at SDIC Securities, said expanding AI compute demand is prompting memory makers to prioritize higher‑margin HBM capacity, squeezing GDDR6/GDDR7 supply, lifting memory chip prices and pushing GPU production costs higher.