恒指期货日盘开盘跌0.21%，报23605点，低水47点。

NVIDIA CEO Jensen Huang said AI is part of machines and infrastructure.

BlackRock CEO Fink warned that accelerating AI demand and a lag in data-center construction would raise computing costs, exacerbate inf and could threaten economic growth. He said faster buildout would increase available compute and help lower costs, while delaying infrastructure risks broader economic damage. Fink dismissed concerns of an "AI bubble", calling the core problem a supply shortage as demand has outpaced expectations, and warned that infrastructure delays could ultimately constrain adoption.