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China A-share CPO sector rallied again in the afternoon, with Guangxun Technology touching the daily limit; earlier more than ten stocks, including Jianqiao Technology, Xingsen Technology and Mingpu Optics & Magnetics, hit limit-up. Zhongji Xuchuang rose nearly 10%, while Shijia Photon, Robotec and Taichen Guang also advanced.

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.