摩根大通：日元升值及收益率下降将加速日本AI板块复苏。

Hanshuo Technology and Tuoyuan Zhihui signed a strategic cooperation agreement to develop embodied intelligent retail robots and smart retail loss-prevention technology. The robot program will first target supermarket inventory counting as the initial deployment to validate and commercialize robotics in live retail environments, with planned expansion to replenishment, planogram compliance and inventory management. In store loss prevention, the partners will focus on theft-risk identification using visual perception, scene understanding and retail-data fusion to flag suspected shrinkage and support decision-making, and will assess algorithm deployment across AI cameras, smart shopping carts and robots for different retail formats.

Chinese bourses mixed at midday: Shanghai Composite +0.24%, Shenzhen Composite -0.06%, ChiNext -0.34%, Beijing 50 +0.35%, STAR 50 -0.60%. Turnover across Shanghai and Shenzhen CNY1.21 trillion, down CNY46.5 billion from the prior session. Breadth weak with more than 3,500 stocks falling. Grain sector extended multi-day gains—COFCO Technology posted a second straight daily limit-up and several peers hit limit-up. Coal-mining stocks rallied intraday, with Yunmei Energy, Zhengzhou Coal & Power and Dayou Energy at limit-up. Ports and shipping strengthened; Nanjing Port, China Merchants Energy Shipping and Haitong Development hit limit-up. Military-equipment names rebounded; Yaxing Anchor Chain and Hunan Tianyan hit limit-up. Media and publishing plunged, with multiple stocks at or touching limit-down, and real estate names slid—broker I Love My Home fell about 9%.