A股光纤概念板块走高，蘅东光、致尚科技、太辰光涨超10%，华脉科技、杭电股份、长光华芯、仕佳光子、杰普特等跟涨。

Industrial and Commercial Bank of China (ICBC) plans to raise up to 100 billion yuan to replenish capital. Agricultural Bank of China (ABC) plans to raise up to 160 billion yuan for capital replenishment.

Data center construction has emerged as one of the most contentious issues in the 2026 US election cycle, prompting local, state and federal Republican and Democratic lawmakers to propose partial construction moratoria. With about two months until the November midterms, Trump has repeatedly voiced support for AI data centers, but an NBC News Decision Desk poll found 69% of respondents oppose building AI data centers near their homes, including 45% who are strongly opposed. Republican opposition is lower but still a majority at 57%; 81% of Democrats and 71% of independents oppose local AI data center construction.