港股养殖板块走强，中粮家佳康(01610.HK)涨超4%，牧原股份(02714.HK)、德康农牧(02419.HK)等跟涨。

Moore Threads reported 1H26 revenue of 1.736 bln yuan, up 147.42% YoY and exceeding full-year 2025 revenue. Gross profit was 989 mln yuan, up 103.78% YoY. Parent-company net loss narrowed 95.73% YoY; parent-company net loss excluding non-recurring items narrowed 52.37% YoY. 1H26 R&D spend was 769 mln yuan, up 38.16% YoY; cumulative R&D since 2022 is nearly 5.9 bln yuan. Commercialization accelerated: the MTTS5000 intelligent computing cluster reached scaled sales and has been deployed in Beijing, Wuxi and Hangzhou; it was among the first batch to pass the national Safety and Reliability assessment. The company reports multiple breakthroughs in high-end training capability, including training domestic models on domestic chips, and is expanding penetration into internet and telecom operator clients to broaden application scenarios. The MUSA software-stack ecosystem continues to mature, with developer numbers exceeding 800,000.

港股开盘，恒指开涨0.53%，科指开涨0.85%，国泰君安国际(01788.HK)今日复牌开涨37.02%，公司获国泰海通(02611.HK)溢价约44.2%提私有化。