韩国央行行长：韩元还有进一步升值的空间，我们将朝这个方向努力。

China A-share PCB sector oscillated higher; Hongchang Electronics hit the daily limit, with Ruifeng Gaocai, Xunjiexing, Jingwang Electronics, Jinlu Electronics and Jin'an Guoji also rising.

Jensen Huang said AI has reached an inflection point, with generated tokens now driving productivity and profit and compute effectively equating to revenue. Demand for compute is accelerating: what was once driven mainly by a single AI lab has become a wave of new AI labs and startups scaling concurrently, open-model ecosystems expanding, and applied AI moving into production. AI infrastructure build-out is running at full speed globally, and NVIDIA’s Vera Rubin cluster is now fully operational and purpose-built for this moment.