WTI crude jumps 4.0% intraday to $100.49/bbl.

早盘收盘，国内期货主力合约跌多涨少，涨幅方面，SC原油涨近12%，多晶硅涨近4%，沥青、集运欧线、燃料油涨超3%，跌幅方面：玻璃、纯碱跌超5%，烧碱跌近4%，沪锡跌超3%，合成橡胶、20号胶、聚氯乙烯（PVC）跌超2%，橡胶跌近2%。

ANTHROPIC called to slow development of advanced AI models; Elon Musk and other industry figures signaled support. Zheshang Securities analysts say the move will weigh on AI hardware suppliers and large-model developers in the short term, but is medium- to long-term positive for AI application providers and AI terminal/endpoint vendors. Analysts expect continued expansion of AI compute capacity, an unchanged trend toward domestic Chinese compute, and explosive growth in global token usage, which should sharply lift demand for inference compute.