A股半导体板块盘初走高，大普微20CM涨停，昂瑞微涨超10%，赛微电子、海光信息、星宸科技、联动科技、炬光科技跟涨。

Bank of Mexico said the inflation risk balance remains tilted to the upside, mainly driven by persistent core inf, trade disruptions, geopolitical tensions, climate shocks, cost pressures and potential peso depreciation.

Ukraine said its armed forces struck the Norsi refinery in Russia's Volga region, triggering a fire. The General Staff said the strike hit a large refinery near Nizhny Novgorod and that "operations against enemy critical targets continue." Norsi's design capacity is about 340,000 bpd, making it one of Russia's largest refineries; it is roughly 440 km from Moscow and primarily supplies the capital and surrounding high-demand fuel region. Ukraine said the attack is the latest in a wave of intensified strikes on Russia's oil-processing sector.