Sources said oil export loading at Ust-Luga port was not affected by a drone attack.

A股超级电容板块短线拉升，康盛股份涨停，金时科技、逸飞激光、康鹏科技、商络电子、东阳光等纷纷走高。

SMIC co-CEO Zhao Haijun said at the company earnings meeting that Chinese internet companies have materially ramped hardware investment beyond SMIC’s prior forecasts; customers’ expected future volumes are far above earlier projections. Demand tied to data-center circuit boards and compute modules, and supporting chips — including logic, BCD power devices and optical-module transceivers — is outstripping supply.