波音(BA.N)创下三周以来新高，最新上涨5.3%；此前法国巴黎银行上调其评级。

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。

China State Planner and the National Energy Administration issued the New Power System Construction '15th Five‑Year Plan', directing measures to strengthen electricity supply security and meet high‑reliability power needs of various computing facilities. The plan mandates coordinated energy‑resource allocation and joint planning of compute and power projects to align electricity capacity with computing demand. It promotes source‑grid‑load‑storage integration and green‑power direct‑connection models tied to computing facilities, enables aggregated green‑power trading and local consumption to raise compute facilities' green‑power share, and calls for enhanced recovery and utilization of waste heat from computing facilities.