伊朗革命卫队政治顾问：只有当美国履行其在《伊斯兰堡谅解备忘录》中的承诺时，霍尔木兹海峡才会重新开放。

NVIDIA (NVDA.O): OpenAI's commitments by 2030 would correspond to roughly $600 billion of NVIDIA compute business.

A-shares opened higher and extended gains into midday; Shanghai Composite +0.84%, Shenzhen Composite Index +1.26%, ChiNext +1.33%, STAR 50 Index +3.04% at the break. Turnover across Shanghai and Shenzhen hit 1.5 trillion yuan at midday, up 109.7 billion yuan from the prior session; over 3,800 stocks advanced. Grain-related names led gains, with Jinjian Rice, Nongfa Seed and Jingliang Holdings at daily limits and Qiule Seed and Shennong Seed up >14%. Storage-chip plays rallied; Yingfang Micro, Youyan New Materials, Woge Optoelectronics and Bomin Electronics hit limit-up, while Zhongwei Semiconductor, Debang Technology and Gelun Electronics rose >10%. Lab-grown diamond stocks remained active, Yazhen Home and Huanghe Xuanfeng at limits. Fiber-optic, CPO, consumer staples and innovative-drug themes also outperformed. Cinema stocks underperformed: Beijing Culture hit the down limit, with Annie, Ruyi Films and Xunyou Technology sliding. Baijiu names were weak—Yingjia Gongjiu and Gujing Gongjiu fell >5%, Kweichow Moutai down >4%. Compute-leasing and cloud-gaming sectors were among the biggest decliners.